Vestwell Holdings, Inc. is a digital savings platform that provides online retirement and savings account services. Its filings show it lobbies Congress mainly on retirement policy and federal tax rules, including matters related to retirement accounts, 529 education savings, health savings accounts, and issues labeled “Trump accounts.” It spent about $20,000 and used Mindset Advocacy for this work.
Show the dominant industry call, how mixed the client looks, and the allocation across the top labeled sectors.
Annual totals based on disclosed filing amounts.
Issue rankings are based on disclosed activity mentions, with filing amounts apportioned evenly across issues within the same filing.
The lobbying registrants handling this client, ranked by disclosed filing amounts.
Lobbyists are ranked by appearances and an equal share of each filing's reported amount.
BECCA ALCORN
The latest disclosures for this client.
MINDSET ADVOCACY, LLC
Q1MINDSET ADVOCACY, LLC
Q4The entities named in disclosed activities are the clearest available signal for where the client is aiming attention.
MINDSET ADVOCACY, LLC
CHARLIE SCHREIBER
MINDSET ADVOCACY, LLC
mrs KENDRA KOSKO ISAACSON
MINDSET ADVOCACY, LLC
ms KATHERINE BONNER
MINDSET ADVOCACY, LLC
SCOTT SHEWCRAFT
MINDSET ADVOCACY, LLC
KATE BONNER
MINDSET ADVOCACY, LLC
MINDSET ADVOCACY, LLC
RR