Icon Savings Plan - aVenture Asset Manager Research
Location
San Francisco, CA, US
Founded
2019
Icon Savings Plan is a pioneering investment firm focused on revolutionizing retirement savings through modern, portable plans tailored for businesses and their employees. They specialize in providing flexible and accessible retirement solutions that cater to employers, self-employed individuals, and enterprises, ensuring that retirement savings are both manageable and effective for a diverse range of clients.
The firm is led by a team of key decision-makers dedicated to enhancing the retirement savings landscape. Icon Savings Plan offers unique value-add services such as personalized support and advanced security measures to ensure the safety and growth of their clients' investments. Their innovative approach and commitment to client satisfaction make them a standout in the retirement savings industry.
Icon Savings Plan - Classification
NAICS
520000Finance and Insurance
523000Securities, Commodity Contracts, and Other Financial Investments and Related Activities
