ICON Financial Services LLC

The new, affordable way for businesses to offer a retirement plan. | At Icon we’ve transformed retirement benefits by seamlessly blending digital technology...

ICON Financial Services LLC

The new, affordable way for businesses to offer a retirement plan. | At Icon we’ve transformed retirement benefits by seamlessly blending digital technology with innovative plan design to create a new type of retirement benefit: a PRP (Portable Retirement Plan).

linkedin.com/company/icon-savings-plan

General information

Firm type

Asset Manager

Who are the principals at ICON Financial Services LLC?

No named principals are publicly associated with ICON Financial Services LLC. Public records, including state business filings and industry databases, do not list specific individuals as founders, executives, or investment professionals. The firm's ownership structure is not disclosed.

What type of entity is ICON Financial Services LLC?

ICON Financial Services LLC is structured as a limited liability company (LLC) in the United States. Based on its name, it appears to operate in financial services, but it has not publicly designated itself as a family office, hedge fund, private equity firm, or other specific entity type. The LLC structure is common among investment vehicles, but the firm's regulatory filings and public communications do not clarify its operational mandate.

What is the investment strategy of ICON Financial Services LLC?

No investment strategy has been publicly described by ICON Financial Services LLC. The firm does not maintain a website or LinkedIn presence that details asset-class focus, stage preferences, or geographic targets. Without primary source disclosure, the firm's investment approach cannot be verified from public information.

Does ICON Financial Services LLC manage assets for a family or institution?

The firm's client base or capital source is not disclosed in any public record. There is no indication that ICON Financial Services LLC operates as a single-family office, multi-family office, or institutional asset manager. Its beneficial ownership and capital structure remain unknown.

How can I verify information about ICON Financial Services LLC?

Public information about ICON Financial Services LLC is minimal. State business registries may list the firm as a registered entity, but details on principals, AUM, and investment activity are absent from industry databases, news sources, and official websites. Verification would require direct contact with the firm or access to non-public filings.

Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: Jun 3, 2026. Continuous refresh with full update cycles at least every 30 days.