LobbyingBetterment lobbying by quarter
Betterment's latest lobbying report covers Q2 2026, at $40K. The four quarters Q4 2025–Q3 2026 total $110K. Its first report covers Q3 2023; the issues it reports most are Financial Institutions/Investments/Securities and Retirement.
Betterment
- Latest quarter
- No record
- Q3 2026 · 0 reports
- Last 12 months
- $110K
- Last 4 quarters
- vs last quarter
- −100.0%
- Q3 2026 against the quarter before
- First report
- Q3 2023
- The first quarter a report named it
Lobbying by quarter
| Quarter | Amount | Reports |
|---|---|---|
| Q3 2023 | $20K | 1 |
| Q4 2023 | $20K | 1 |
| Q1 2024 | $20K | 1 |
| Q2 2024 | $20K | 1 |
| Q3 2024 | $20K | 1 |
| Q4 2024 | $20K | 1 |
| Q1 2025 | $30K | 1 |
| Q2 2025 | $30K | 1 |
| Q3 2025 | $30K | 1 |
| Q4 2025 | $30K | 1 |
| Q1 2026 | $40K | 1 |
| Q2 2026 | $40K | 1 |
| Q3 2026 | $0 | 0 |
By issue
- Financial institutions and securities$160K · 12 reports
- Retirement$160K · 12 reports
An issue's amount splits each report's amount equally over the issues the report lists.
Who was lobbied
- HOUSE OF REPRESENTATIVES12 reports
- Securities & Exchange Commission (SEC)12 reports
- SENATE12 reports
- Labor, Dept of (DOL)11 reports
Firms it paid
| Firm | ||
|---|---|---|
| Mindset Advocacy | $320K | 12 quarters |
Former officials lobbying for it
| Former position | ||
|---|---|---|
| KENDRA KOSKO ISAACSON | Pensions Policy Director and Senior Tax Counsel, Sen. Patty Murray | Q2 2026 |
| REBECCA ALCORN | Senior Policy Advisor, Sen. Mike Crapo and Policy Advisor, Senate Finance Committee; Legislative Assistant, Rep. Renee Ellmers | Q2 2026 |
| SCOTT SHEWCRAFT | Chief of Staff, Rep. Bill Foster | Q2 2026 |
| LISA PETO | Chief Counsel, House Financial Services Committee Majority Staff | Q4 2024 |
| CHARLIE SCHREIBER | Senior Counsel, House Financial Services Committee | Q4 2023 |
Lobbying reports
| Filed by | ||
|---|---|---|
| 07/20for Q2 | Mindset Advocacy | $40K |
| 04/20for Q1 | Mindset Advocacy | $40K |
| 01/20for Q4 2025 | Mindset Advocacy | $30K |
| 25/10/20for Q3 2025 | Mindset Advocacy | $30K |
| 25/07/21for Q2 2025 | Mindset Advocacy | $30K |
| 25/04/21for Q1 2025 | Mindset Advocacy | $30K |
| 25/01/17for Q4 2024 | Mindset Advocacy | $20K |
| 24/10/21for Q3 2024 | Mindset Advocacy | $20K |
| 24/07/22for Q2 2024 | Mindset Advocacy | $20K |
| 24/04/16for Q1 2024 | Mindset Advocacy | $20K |
| 24/01/22for Q4 2023 | Mindset Advocacy | $20K |
| 23/10/20for Q3 2023 | Mindset Advocacy | $20K |
| 23/09/14for Q3 2023 | Mindset Advocacy | Under $5,000 |