Icon
Highly Engaged Employees

Q: What is Icon's official website?

Icon's official website is www.iconsavingsplan.com

Q: What industry does Icon belong to?

Icon is in the industry of: Finance , Securities Trading

Q: What is Icon competition?

Icon top competitors include: Murphy Wealth Management , Adirondack Financial Services , KASE Wealth Advisors , Cedar Ridge Wealth Management Group

Q: What technology does Icon use?

Some of the popular technologies that Icon uses are: WordPress.org, PHP, Cloudflare Website Optimization, Cloudflare CDN

Q: How do I contact Icon?

Icon contact info: Phone number: (503) 917-0590 Website: www.iconsavingsplan.com

Q: 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

Q: What are Icon social media links?

Icon Linkedin page Icon Twitter page Icon Facebook page

Q: Who invested in Icon?

Icon has 6 investors including Tom Blaisdell, Portland Seed Fund, TASC Ventures and Rethink Impact.

Q: Is Icon a public company?

Icon is private company therefore does not currently have an official ticker symbol

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

Website

www.iconsavingsplan.com

Revenue

<$5 Million

Industry

Finance

Securities Trading

ZI Rank: 2

Signal Type

Jan

Feb

Mar

Apr

May

Jun

ZI Rank

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

Is this data correct?

View contact profiles from Icon

Popular SearchesIconIcon Savings PlanSIC Code 62,628NAICS Code 52,523Show more

Icon Org Chart

Phone

Sasha Mace

Co-Founder & Chief Technology Officer

Phone

Get the full picture

Is Icon your ideal customer?

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

Last 7 days

Click to see if Icon had a recent Job posting/layoffs

Congratulate Masked Content for being promoted to Masked Content at Icon

Competitive Alert! Recent activity has been detected by your competitor Masked Content

Funding: Get notified immidiatlly once Icon has new funding data

Website visits: Recent activity has been detected on your website

Check if Icon has recently received funding, and reach out quickly before it becomes old news!

Check out if Icon is spiking on competitors!

Product Launch: Get notified when Icon launches new products

Icon, which may be a good buyer, showed buying intent in Masked Content Topic

Earning: See what the market has to say on Icon recently announced quarterly report

Recommended Actions

Reach out to Masked Content who joined Icon as Masked Content

Find 3 more new buyers

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

Sasha MaceCo-Founder & Chief Technology Officer

Southbridge Advisors

<$5M

11-50

Private

2019

Jerry SnidermanManaging Partner

Retirement Plan Solutions

<$5M

1-10

Private

2004

Michael O'BryhimCEO

KASE Wealth Advisors

<$5M

1-10

Private

<$5M

2014

Keith GlaserFounder & Managing Director

Murphy Wealth Management

<$5M

1-10

Private

1995

Jeffrey MurphyChief Investment Officer

Cedar Ridge Wealth Manage...

<$5M

1-10

Private

1984

Michael ErpenbachDirector, Client Services

Adirondack Financial Serv...

<$5M

11-50

Private

2009

William LockeCEO & President

View Email Formats for Icon

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

A closer look at the technologies used by Icon

WordPress.org

Automattic

PHP

Cloudflare Website Optimization

Cloudflare

Cloudflare CDN

Cloudflare

See more technologies

Icon News & Media

Icon Savings Plan Raises $3.2M in Seed Funding
Icon Savings Plan, a San Francisco, CA-based provider of employee retirement savings plans, raised $3.2m in seed funding.  The round was led by Tom Blaisdell with participation from Rethink Impact, TASC Ventures, Kelly Innovation Fund, Portland Seed Fund, and Alumni Ventures.  The company intends to use the funds to expand operations and its business reach. Led […] The post Icon Savings Plan Raises $3.2M in Seed Funding appeared first on FinSMEs.
www.finsmes.com
Exclusive: $3.2M Seed Supports Icon Savings’ Mission To Modernize Retirement Savings
Icon Savings Plan offers a no-cost, portable retirement savings plan option for employers. 
news.crunchbase.com

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?

What are Icon social media links?

Icon Linkedin page Icon Twitter page Icon Facebook page

Who invested in Icon?

Icon has 6 investors including Tom Blaisdell, Portland Seed Fund, TASC Ventures and Rethink Impact.

Is Icon a public company?

Icon is private company therefore does not currently have an official ticker symbol

See more information about Icon

Icon Latest Hires and Their Positions

Icon is expanding and recently hired new employees. Here are the latest additions to the team.

Mike Weinstein

Manager, Marketing

Joined Nov 24, 2025

Phone

Bethany Hecker

Medical Technician II

Joined Nov 1, 2025

Phone

Sell Smarter. Win Faster.

Level up your game to ZoomInfo Copilot, intuitive AI that turns your data and high-quality ZoomInfo data into an unfair advantage for your go-to-market teams.