Icon a pioneer in portable retirement savings plans. Their platform elevates and modernizes retirement savings plan for businesses and their employees. 

Finance

Icon Savings Plan

Icon Savings Plan's headquarters in San Francisco, CA, United States

Laurie Rowley

Megan Kostman-Boosalis

Matt Kelly

Andrew Bruns

Lisa Ross

Alex Rowley

The Leadership Team at Icon Savings Plan is responsible for steering the company's strategic vision and operational direction. Comprising the co-founders, this team leverages their expertise to innovate the portable retirement savings platform, drive business growth, and ensure excellent advisory services for clients and their employees. They focus on enhancing user experience and fostering a culture of financial empowerment in retirement savings.

Leadership Team

The Engineering Team at Icon Savings Plan is responsible for developing and maintaining the platform that powers portable retirement savings plans. This includes creating user-friendly interfaces, ensuring robust backend performance, and integrating advanced features. Team members collaborate to innovate and streamline retirement savings solutions for businesses and their employees.

Engineering Team

The Sales and Customer Success team at Icon Savings Plan drives revenue growth and client retention by acquiring new business clients, building strategic partnerships, and ensuring customer satisfaction. Account Executives focus on winning new accounts, while Customer Success Managers optimize client experiences and outcomes, helping businesses and employees maximize their portable retirement savings plans.

Icon Savings Plan

Org chart

Teams

Leadership Team

Engineering Team

Sales and Customer Success

Offices

Icon Savings Plan

Org chart

Teams

Leadership Team

Engineering Team

Sales and Customer Success

Offices

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