Icon

Finance · Oregon, United States · 11-50 Employees

View Company Info for Free

Overview

Headquarters

1631 NE Broadway St 815, Portland, Orego...

Phone Number

(503) 917-0590

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 2
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
2
2
2
2
1
2

About Icon

Icon Financial Services LLC ("Icon Financial") is an SEC registered investment advisor. Investment advisory services are provided by Icon Financial Services LLC ("Icon Financial") through its online platform and are available only to residents of the United States over 18 years old. Nothing on this website should be considered an offer, solicitation of an offer, or advice to buy or sell securities. Past performance is no guarantee of future results. Any historical returns, expected returns, or probability projections are hypothetical in nature, and may not reflect actual future performance. Account holdings are for illustrative purposes only and are not investment recommendations. The content on this website is for informational purposes only and does not constitute a complete description of Icon's investment advisory services. Certain investments are not suitable for all investors. Icon reserves the right to restrict or revoke any and all offers at any time. Before opening an investmeRead more
Icon's Social MediaPopular SearchesIconIcon Savings PlanSIC Code 62,628NAICS Code 52,523Show more

Icon Org Chart

PhoneEmail
SM
United States flag for contact location.

Co-Founder & Chief Technology Officer

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.

Is Icon your ideal customer?

Let us give you the heads up on whether it's a good time to reach out

Recommended Actions

Compare Similar Companies to Icon

Compare insights from companies similar to Icon, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Icon

<$5M
11-50
Private
<$5M
2019
SM
Sasha MaceCo-Founder & Chief Technology Officer
<$5M
11-50
Private
-
2019
JN
Jane NowakSenior Financial Advisor
<$5M
1-10
Private
<$5M
2014
SJ
Scott JacksonFounder & Managing Director
<$5M
1-10
Private
-
1995
JM
Jeffrey MurphyChief Investment Officer
<$5M
1-10
Private
-
1984
CP
Christine PawlentyDirector, Operations
<$5M
11-50
Private
-
2009
WL
William LockeCEO & President
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Icon is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Icon is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Icon.

Icon financials insights

Gather financial insights about Icon, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Angel/Seed

$3.2M

See All Icon's Financials Insights

Icon Tech Stack

Icon News & Media

Read more news

Top Finance Companies

Frequently Asked Questions Regarding Icon

What is Icon's official website?
Icon's official website is www.iconsavingsplan.com
What is Icon's Revenue?
Icon's revenue is <$5 Million
What is Icon's SIC code?
Icon's SIC: 62,628
What is Icon's NAICS code?
Icon's NAICS: 52,523
How many employees does Icon have?
Icon has 11-50 employees
What industry does Icon belong to?
Icon is in the industry of: Finance, Securities Trading
What is Icon competition?
Icon top competitors include: Murphy Wealth Management, Adirondack Financial Services, KASE Wealth Advisors, Cedar Ridge Wealth Management Group
What technology does Icon use?
Some of the popular technologies that Icon uses are: WordPress.org, PHP, Cloudflare Website Optimization, Cloudflare CDN
Who is the CTO of Icon?
Icon's CTO is Sasha Mace
How do I contact Icon?
Icon contact info: Phone number: (503) 917-0590 Website: www.iconsavingsplan.com
What does Icon do?

Icon Financial Services LLC ("Icon Financial") is an SEC registered investment advisor. Investment advisory services are provided by Icon Financial Services LLC ("Icon Financial") through its online platform and are available only to residents of the United States over 18 years old. Nothing on this website should be considered an offer, solicitatio... n of an offer, or advice to buy or sell securities. Past performance is no guarantee of future results. Any historical returns, expected returns, or probability projections are hypothetical in nature, and may not reflect actual future performance. Account holdings are for illustrative purposes only and are not investment recommendations. The content on this website is for informational purposes only and does not constitute a complete description of Icon's investment advisory services. Certain investments are not suitable for all investors. Icon reserves the right to restrict or revoke any and all offers at any time. Before opening an investment advisory account, you should review Icon Financials (Form ADV 2 Brochure) which includes a description of certain risks, conflicts, and fees associated with participating in the Icon platform. Apex Clearing Corporation, a third-party SEC registered broker-dealer and member FINRA/SIPC, provides custody and clearing services for Icon Financial. Icon and its affiliates do not provide tax or legal advice.Read More

What are Icon social media links?
Icon Linkedin page Icon Twitter page Icon Facebook page
Who invested in Icon?
Icon has 6 investors including Rethink Impact, Alumni Ventures, Tom Blaisdell and Kelly Innovation Fund.
Is Icon a public company?
Icon is private company therefore does not currently have an official ticker symbol
See more information about Icon

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.