What iconik does

iconik (legal entity: Iconik Securities, Inc.) is a U.S.-based proxy voting technology platform that serves asset managers and institutional investment managers with fiduciary-aligned voting execution and analysis services. The core platform connects client-defined voting policies to vote execution rails operated by Broadridge and Proxymity, supplemented by an Email API that extracts proxy notice control numbers from inbox metadata. Four product modules layer on top of this base: iconik Prism provides independent analysis of alignment between votes cast and approved policies (grounded in fiduciary duty case law including Spence v. American Airlines); iconik VoteThru (Tier 1 and Tier 2) enables client-directed and passthrough voting with proportional aggregation by fund ownership, with VoteForge allowing participant-level policy customization within fund-approved parameters; N-PX filing services handle SEC-compliant disclosure preparation. Policy stacking — combining multiple policies on a single ballot — is positioned as unique to iconik.

iconik generates revenue through annual subscription contracts sold via an enterprise sales motion (demo booking, direct contact) to a single customer segment: asset managers. Pricing is quote-based and not publicly disclosed; the company claims 25%+ cost savings versus legacy proxy voting providers, 24-hour meeting publication, and 72-hour vote processing as competitive differentiators. Distribution is direct via web platform with no disclosed channel partners, and the company explicitly does not sell data or services to issuers, positioning itself as an independent intermediary relative to incumbents that monetize issuer-side relationships.

The company is privately held, founded in 2021, with a 1-10 employee footprint and dual California footprint (Berkeley per firmographics, Laguna Beach per registered office). Infrastructure is hosted on AWS under SOC 2 Type II and ISO 27001 certifications, with Plaid providing account linking and aggregation. Only one leadership figure is disclosed (Alex Thaler, co-founder & CEO), no management team beyond the founder is on record, no customer logos are named, and no revenue or headcount of substance has been disclosed — making this an early-stage company whose competitive claims remain largely self-reported.

Name

iconik

Legal name

Iconik Securities, Inc.

Website

https://iconikapp.com

Company type

Private

Founded year

2021

Operating status

Operating

Headcount range

11–50 employees

Short description

iconik is a U.S.-based proxy voting technology platform serving asset managers with policy-based vote execution via Broadridge and Proxymity, independent vote analysis (Prism), client-directed voting (VoteThru/VoteForge), and N-PX filing services.

Ownership category

akta.pro rank

Product category

Proxy Voting Software

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Proxy Voting & Governance Services (FSAAAOAJ)

akta.pro secondary industry

Stewardship & Active Ownership (Engagement, Proxy Voting, Shareholder Advocacy) (FSAAALAD)

Keywords

• Proxy voting services
• Asset management technology
• Fiduciary voting platform
• Shareholder voting software
• Governance policy management

Headquarters

HQ city

Berkeley

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Infrastructure, Marketing or Sales, Operations

Revenue model

1. Proxy Voting Services Subscription: iconik provides proxy voting services to asset managers on a subscription basis, offering cost savings of 25% or more compared to legacy providers. Services include voting policy implementation, vote execution through Broadridge or Proxymity, industry-leading reporting, and N-PX filing preparation.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels1 record

Core offering

iconik is a U.S.-based proxy voting technology platform that provides asset managers and investment managers with tools to align shareholder voting with each manager's investment policy. The offering includes policy-based vote execution (transmitted through Broadridge or Proxymity), independent vote alignment analysis (iconik Prism), investor-directed voting choice programs (iconik VoteThru), policy customization (iconik VoteForge), and N-PX filing preparation in compliance with SEC categorization requirements.

Product overview

Iconik is a single unified platform for proxy voting services targeting U.S. asset managers. The core platform (iconik) provides voting policy and execution through Broadridge or Proxymity, complemented by add-on modules including iconik Prism for vote analysis and fiduciary duty compliance, iconik VoteThru (Tier 1 and Tier 2) for investor voting choice programs, and N-PX filing services for SEC compliance. VoteForge enables policy customization within the VoteThru ecosystem.

Differentiator

Problem solved

Functional benefit

Brands

• iconik Prism: Independent proxy vote analysis engine for measuring alignment between votes cast and an approved voting policy.
• iconik VoteThru
• iconik VoteForge

Products and services

• iconik Proxy Voting Platform

Quantifiable outcome

• 25% or more cost savings compared to legacy providers
• +2 more outcomes

Named customers1 record

Segments1 record

Ideal customer profiles1 record

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration3 records

Feature9 records

Partnerships

Four partnerships are on record, tiered core.

• BroadridgecoreTechnology or IntegrationBroadridge serves as a vote execution partner, transmitting voting instructions on behalf of iconik clients. iconik VoteThru voting choices are executed through Broadridge.
• ProxymitycoreTechnology or IntegrationProxymity serves as an alternative vote execution partner for iconik VoteThru Tier 1 voting choices, providing vote transmission capabilities alongside Broadridge.
• Plaid Inc.coreTechnology or IntegrationPlaid provides account linking and aggregation services (Linking Services) for iconik users, enabling secure connection of financial accounts to the platform.
• Amazon Web Services (AWS)coreTechnology or IntegrationAWS provides cloud infrastructure hosting for iconik's services, maintaining industry-recognized security certifications including SOC 2 Type II and ISO 27001.

Scale indicators3 records

Recent moves6 records

Expansion highlights5 records

Emerging players

• Manifest: Manifest is an emerging proxy voting and ESG engagement platform that helps asset managers track and execute votes aligned with custom policies — overlapping with iconik VoteThru and Prism use cases.
• CGLytics: CGLytics provides governance analytics, voting data, and proxy research to institutional investors — adjacent to iconik's policy-alignment and reporting capabilities.
• Minerva Voting: Minerva Voting offers an independent proxy voting platform with policy customization and stewardship analytics, targeting similar asset-manager pain points around transparency and independence.

Direct peers

• Institutional Shareholder Services (ISS): ISS is the largest proxy advisory firm serving institutional asset managers with voting policy recommendations, research, and execution support — the dominant incumbent iconik is explicitly positioning against.
• Glass Lewis: Glass Lewis is the second major proxy advisor, offering voting policy research, recommendations, and VoteBulletin-style services to asset managers globally — directly comparable to iconik's core offering.
• Egan-Jones Ratings Company: Egan-Jones is an independent proxy advisory and ratings firm providing voting recommendations and policy services to institutional investors — a smaller but direct competitor to iconik's policy-alignment value proposition.
• Proxymity: Proxymity is a digital proxy voting and shareholder communications platform; it is both an iconik vote-execution partner and a competitor offering end-to-end voting infrastructure to asset managers.

Broad incumbents

• Broadridge Financial Solutions: Broadridge provides the dominant proxy communication and vote-transmission infrastructure used by issuers and asset managers globally; its Proxy Edge and voting services overlap with iconik's execution layer and could expand upward.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/iconik-app

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds2 records

Investors2 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about iconik