Case Studies
/
Icon
Retirement, Rebuilt for the Modern Workforce

200+
payroll providers
50%
cost reduction
5
minute onboarding
The Challenge
Icon set out to make retirement planning accessible to workers who didn't have easy access to traditional employer-sponsored plans. Delivering that experience required connecting a simple user journey to a complex financial ecosystem spanning employers, individuals, identity verification, banking, contributions, withdrawals, and investment transactions. The challenge was to bring those moving parts together in one platform without exposing the underlying complexity to the people using it.
Our Execution
We designed and built Icon's core web application and financial platform across employer, individual, and administrative experiences. Employers could onboard their organization, connect bank accounts, establish plans, process contributions, and manage activity through a dedicated dashboard. Individuals could join an employer plan, create an IRA account, connect external banking, make contributions and withdrawals, and manage their account through their own dashboard. Behind the experience, we architected an API layer connecting onboarding, KYC verification, account creation, money movement, and trading to third-party financial infrastructure. This integration connected Icon to the U.S. banking system and ACH network while supporting compliance, IRA account management, contributions, withdrawals, and trade execution.
Discover What We Could Build
Let's talk about turning compliance into a byproduct, not a burden.