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Insights

Boutique Growth ICON Advisers is a small to mid-sized boutique investment firm with 11-50 employees and revenue in the 50-100 million range, suggesting an opportunity to upsell advanced funds administration, custody services, and outsource research support tailored to smaller asset managers seeking scale.

Value-Driven Strategy The firm’s core reliance on intrinsic value and active, tactical industry rotation indicates potential needs for analytics tooling, data subscriptions, and risk analytics platforms that enhance value-based decision making for portfolio construction.

Mutual Funds Growth ICON offers mutual funds and strategy-based portfolios, signaling potential sales avenues in fund marketing services, distribution partnerships, technology to optimize fund data feeds, or compliant marketing automation to broaden client reach.

Partner Ecosystem Past collaborations with AthenaInvest and SheltonCap show openness to third-party partnerships; this creates opportunities to propose co-branded products, ETF/portfolio collaborations, and integration services with fund platforms.

Digital & Compliance The tech stack includes HubSpot, Joomla/WordPress, Shopify, and strong SEO practices, alongside regulatory disclosures; this suggests opportunities to offer advanced martech optimization, content governance, and compliance-ready digital marketing solutions to streamline client engagement.

Similar companies to ICON Advisers, Inc.

ICON Advisers, Inc. Tech Stack

ICON Advisers, Inc. uses 8 technology products and services including HubSpot Analytics, HubSpot Content Hub, Joomla, and more. Explore ICON Advisers, Inc.'s tech stack below.

ICON Advisers, Inc.'s Email Address Formats

ICON Advisers, Inc. uses at least 4 email formats:
ICON Advisers, Inc. Email FormatsExamplePercentage
FLast@iconadvisers.comJDoe@iconadvisers.com
80%
First.Last@iconadvisers.comJohn.Doe@iconadvisers.com
13%
First@iconadvisers.comJohn@iconadvisers.com
5%
LastF@iconadvisers.comDoeJ@iconadvisers.com
2%

Frequently Asked Questions

What is ICON Advisers, Inc.'s phone number?

Minus sign iconPlus sign icon You can contact ICON Advisers, Inc.'s main corporate office by phone at
+1-303-790-****
. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is ICON Advisers, Inc.'s official website and social media links?

Minus sign iconPlus sign iconICON Advisers, Inc.'s official website is iconadvisers.com and has social profiles on LinkedIn.

How much revenue does ICON Advisers, Inc. generate?

Minus sign iconPlus sign icon As of September 2026, ICON Advisers, Inc.'s annual revenue is estimated to be $50M - $100M.

What is ICON Advisers, Inc.'s NAICS code?

Minus sign iconPlus sign iconICON Advisers, Inc.'s NAICS code is 52 - Finance and Insurance.

How many employees does ICON Advisers, Inc. have currently?

Minus sign iconPlus sign iconAs of September 2026, ICON Advisers, Inc. has approximately 36 employees across 2 continents, including North America and Asia. Key team members include Chief Investment Officer: B. S., Dba - Founder: C. C. and Owner: D. P. Explore ICON Advisers, Inc.'s employee directory with LeadIQ.

What industry does ICON Advisers, Inc. belong to?

Minus sign iconPlus sign iconICON Advisers, Inc. operates in the Financial Services industry.

What technology does ICON Advisers, Inc. use?

Minus sign iconPlus sign iconICON Advisers, Inc.'s tech stack includes HubSpot Analytics, HubSpot Content Hub, Joomla, WordPress, Shopify, Yoast SEO, HSTS and Google Tag Manager.

What is ICON Advisers, Inc.'s email format?

Minus sign iconPlus sign iconICON Advisers, Inc.'s email format typically follows the pattern of FLast@iconadvisers.com. Find more ICON Advisers, Inc. email formats with LeadIQ.

When was ICON Advisers, Inc. founded?

Minus sign iconPlus sign iconICON Advisers, Inc. was founded in 1986.
ICON Advisers, Inc. logo

ICON Advisers, Inc.

Financial ServicesColorado, United States11-50 Employees

ICON Advisers, Inc. is a boutique investment firm based in Greenwood Village, Colorado. It was founded in 1986 by Dr. Craig Callahan after he developed a proprietary valuation model that underpins its investment approach. The firm pursues a disciplined process to determine the intrinsic value of securities within its universe, enabling assessment of industries, sectors, and the broader market. To capitalize on undervalued opportunities, it uses an active, tactical, industry-rotation strategy aimed at outperforming passive investments.

It offers a range of investment products, including mutual funds, Tactical Allocation Portfolios, and Strategy Based Investing Portfolios, designed to accommodate diverse investment needs. ICON Advisers, Inc. serves as the sub-adviser to the ICON Funds. The firm emphasizes that past performance is not indicative of future results and notes that investors should review the prospectus and Form ADV for complete details on its offerings and disclosures.

Section iconCompany Overview

Phone number
+1-303-790-****
Website
iconadvisers.com
NAICS Code
52 - Finance and Insurance
Founded
1986
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $50M - $100M

    ICON Advisers, Inc.'s revenue is estimated to be in the range of $50M - $100M

Company Leadership

  • Chief Investment Officer at ICON Advisers, Inc.
    B. S.
    Chief Investment Officer
    Mobile Phone
  • Dba - Founder at ICON Advisers, Inc.
    C. C.
    Dba - Founder
    Mobile Phone
  • Owner at ICON Advisers, Inc.
    D. P.
    Owner
    Mobile Phone
  • Regional Vice President at ICON Advisers, Inc.
    G. B.
    Regional Vice President
    Mobile Phone
  • Regional Vice President at ICON Advisers, Inc.
    K. C.
    Regional Vice President
    Mobile Phone

Employee Directory

  • Senior Director Public Relations at ICON Advisers, Inc.
    K. H.
    Senior Director Public Relations
    Mobile Phone
  • Website Content Manager at ICON Advisers, Inc.
    A. H.
    Website Content Manager
    Mobile Phone
  • Design And Production Manager at ICON Advisers, Inc.
    H. S.
    Design And Production Manager
    Mobile Phone
  • Attorney at ICON Advisers, Inc.
    C. A.
    Attorney
    Mobile Phone
  • Attorney at ICON Advisers, Inc.
    L. R.
    Attorney
    Mobile Phone

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