Vestwell Holdings, INC

Digital savings platform

Based in NY

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AI Overview

With $20K in lobbying spend across 2 quarterly filings, Vestwell Holdings, INC is an active lobbying client. Their lobbying covers 2 issue areas.

$20K
Total Spend
1
Years Active
1
Firms Hired
5
Lobbyists Deployed
2
Issues Lobbied

Spending Trend

View as table
YearLobbying Spend
2025$20K

Issues Lobbied

RetirementTaxation

Lobbying Firms

Mindset Advocacy, LLC

Lobbyists

Katherine BonnerKendra IsaacsonScott ShewcraftCharlie SchreiberRebecca Alcorn

What They Lobby About

These are actual descriptions from their quarterly lobbying disclosure filings, summarizing what they lobbied Congress and federal agencies about.Issue areas: Retirement, Taxation

  • •General retirement issues; Trump accounts
  • •General retirement issues Trump accounts
  • •General retirement issues General benefits issues 529s HSAs Other savings vehicles Trump accounts

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Data Sources: Senate LDA Filings

Last updated: February 2026

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