NAICS 523999 - Miscellaneous Financial Investment Activities RFPs, RFIs, RFQs, Sources Sought and Government Contracting Opportunities

Browse open Miscellaneous Financial Investment Activities (NAICS 523999) RFPs, RFIs, RFQs, and Sources Sought on Bidscope. We aggregate active government contracting opportunities from federal, state, and local agencies, refreshed daily so you never miss a bid. Click any opportunity below for full solicitation details, due dates, and contacts.

About Miscellaneous Financial Investment Activities (NAICS 523999)

This U.S. industry comprises establishments primarily engaged in acting as agents and/or brokers (except securities brokerages and commodity contracts brokerages) in buying or selling financial contracts and those providing financial investment services (except securities and commodity exchanges; portfolio management; investment advice; and trust, fiduciary, and custody services) on a fee or commission basis.

StatusTitleBuyerDue Date
OpenPrimary Depository and Treasury Services

The City of League City is seeking qualified financial institutions to provide primary depository, treasury management, collateral, and securities safekeeping services under an initial three-year contract with two one-year extension options.

League City, TX, USARequest for Quote/Qualifications (RFQ)Other
City of League City10/15/2026
OpenGlobal Custody Services

The Maryland State Retirement Agency is seeking proposals from qualified firms to provide global custody services, including settlement, safekeeping, investment accounting, and income collection, excluding the System's securities lending program.

Maryland, USARequest for Proposal (RFP)
Maryland > State Retirement Agency9/25/2026
OpenPrimary Depository and Banking Services

The City of Shenandoah, Texas, is seeking qualified financial institutions to provide primary depository, cash management, fraud protection, collateral, and securities safekeeping services under an initial two-year contract with three one-year extension options.

29955 Ih 45 North, The Woodlands, TX, USARequest for Proposal (RFP)
City of Shenandoah10/15/2026
OpenCDARS Program Relationship Bank Services

The City of Houston is seeking qualified financial institutions to provide CDARS program relationship bank services, including placement and management of City deposits through the CDARS network.

Houston, TX, USARequest for Quote/Qualifications (RFQ)Other
City of Troy > Office of the City Comptroller10/22/2026
OpenEmployee Benefits Brokerage and Consulting Services

Washoe County School District is seeking a contractor to provide employee benefits brokerage and consulting services.

Reno, NV, USARequest for Proposal (RFP)
Washoe County School District9/15/2026
OpenBank Depository Services

Texas Southmost College is soliciting sealed proposals from qualified financial institutions with a main office or branch in Cameron or Willacy Counties to provide primary depository services.

Texas, USARequest for Proposal (RFP)
Texas Southmost College10/15/2026
OpenMacArthur Center Liquidation and Auction Services

The City of Norfolk is seeking one or more firms to provide turnkey liquidation and online and onsite auction management services for assets at the 1.2-million-square-foot MacArthur Center.

300 Monticello Avenue, Norfolk, VA, USARequest for Proposal (RFP)
City of Norfolk9/18/2026
OpenMassachusetts Clean Water Trust Series 28 Bond Underwriting

The Massachusetts Clean Water Trust is requesting proposals for underwriting its Series 28 bonds.

1 Center Plaza, Boston, MA, USARequest for Quote/Qualifications (RFQ)
Massachusetts > Massachusetts Water Resources Authority9/30/2026
OpenCasualty Insurance and Bond Brokering Services

The Los Angeles Department of Water and Power is requesting proposals for casualty insurance and bond brokering services.

Los Angeles County, CA, USARequest for Proposal (RFP)
City of Los Angeles > Department of Water & Power10/1/2026
OpenOnline Auction Services for Vehicles and Equipment

Ocean County Board of Commissioners is requesting qualifications from vendors to provide online auction services for county vehicles, trucks, construction equipment, tools, machinery, and miscellaneous property under a two-year contract.

Ocean County, NJ, USARequest for Quote/Qualifications (RFQ)
Ocean County > Board of Commissioners9/15/2026
OpenUniversity Debt Financial Advisory Services

The University of Oklahoma is seeking a financial advisor to support higher-education debt issuance, financing strategies, bond structuring, ratings, disclosure, and related borrowing activities.

University of Oklahoma Norman Campus, Norman, OK, USARequest for Proposal (RFP)
University of Oklahoma9/14/2026
OpenBanking and Investment Services

The Sacramento Housing and Redevelopment Agency is seeking a qualified financial institution to provide comprehensive banking, cash management, depository, treasury, payment, fraud prevention, reporting, and HUD-compliant investment services for a five-year contract.

801 12th Street, Sacramento, CA, USARequest for Proposal (RFP)
Sacramento Housing and Redevelopment Agency9/17/2026
OpenInsurance Broker and Agent-of-Record Services

TriMet is seeking proposals for insurance broker and agent-of-record services.

Oregon, USARequest for Proposal (RFP)
Tri-County Metropolitan Transportation District > Finance & Administrative Services Department9/22/2026
OpenInvestment Advisory Services

Grayson College is seeking competitive sealed proposals from qualified investment advisory firms to provide comprehensive investment advice and management for all College investment assets.

6101 Grayson Drive, Denison, TX, USARequest for Proposal (RFP)
Grayson College9/22/2026
OpenSchool District Depository Banking Services

A Mississippi school district is seeking a qualified financial institution to serve as its official depository, providing checking and savings accounts, interest payments, collateral security, and related banking services.

Mississippi, USARequest for Proposal (RFP)
School District-
OpenPrimary Depository Services

The City of Georgetown, Texas, is seeking a qualified financial institution with a local branch or main office to provide primary depository services under an initial two-year contract with three optional one-year extensions.

Georgetown, TX, USARequest for Proposal (RFP)
City of Georgetown10/15/2026
OpenInvestment Advisory and Management Services

Southern Alberta Institute of Technology is seeking an external investment advisory firm to develop and maintain investment strategies and provide related financial asset management support.

1301 16th Avenue NW, Calgary, AB, CanadaRequest for Proposal (RFP)
Southern Alberta Institute of Technology10/9/2026
OpenWadena Property Realtor Services

The City of Wadena Economic Development Authority and City of Wadena are seeking realtor services to value, market, and sell city-owned or acquired buildings and land in Wadena, Minnesota.

Wadena, MN, USARequest for Proposal (RFP)
City of Little Falls > Economic Development Authority9/30/2026
OpenBanking Services for the City of Snellville

The City of Snellville, Georgia is soliciting proposals from qualified banking institutions to provide comprehensive banking services, including account management, electronic funds transfer, positive pay, and credit card services, under a 3-year contract with two 1-year renewal options.

2342 Oak Road, Snellville, GA, USARequest for Proposal (RFP)
City of Snellville9/15/2026
OpenBanking Services

The City of Baton Rouge and Parish of East Baton Rouge is seeking a financial institution to provide banking services including depository, disbursement, and related treasury management services for the period 2027-2031.

Baton Rouge, LA, USARequest for Proposal (RFP)
East Baton Rouge Parish > Purchasing Division9/16/2026
OpenChildren's Trust Fund Advisory Services

The Ho-Chunk Nation is seeking qualified firms or individuals to provide Children's Trust Fund advisory services, including investment advisory, investment management, custodial, and recordkeeping administration services.

Black River Falls, WI, USARequest for Proposal (RFP)
Ho Chunk Nation > Department of the Treasury > Procurement Division10/1/2026
OpenFinancial Advisory Services

The New Mexico State Board of Finance is seeking a financial advisor to support bond sales, bonding-capacity determinations, official statements, rating-agency relations, capital-program advice, continuing disclosures, and financing analysis.

Santa Fe, NM, USARequest for Proposal (RFP)
State of New Mexico > Department of Finance & Administration10/2/2026
OpenOnline and On-Site Auctioneer Services

The Vermont Department of Buildings and General Services is seeking one or more contractors to provide online and on-site auctioneer services for state vehicles, equipment, supplies, and other surplus property.

Vermont, USARequest for Proposal (RFP)
Vermont > Department of Buildings and General Services > Office of Purchasing and Contracting9/21/2026
OpenInvestment Advisory and Portfolio Management Services

The City of Rancho Palos Verdes is seeking a qualified firm to provide investment advisory and portfolio management services for its approximately $85.9 million public investment portfolio, including strategy development, cash-flow analysis, compliance monitoring, reporting, and ongoing investment recommendations.

30940 Hawthorne Boulevard, Rancho Palos Verdes, CA, USARequest for Proposal (RFP)
City of Rancho Palos Verdes > Public Works9/22/2026
OpenBanking Services

The Town of The Pas is seeking proposals from financial institutions to provide banking services for the town, with a 60-month contract starting November 1, 2026.

The Pas, MB, CanadaRequest for Proposal (RFP)
Town of The Pas9/15/2026
Frequently Asked Questions
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What is NAICS code 523999 (Miscellaneous Financial Investment Activities)?+

This U.S. industry comprises establishments primarily engaged in acting as agents and/or brokers (except securities brokerages and commodity contracts brokerages) in buying or selling financial contracts and those providing financial investment services (except securities and commodity exchanges; portfolio management; investment advice; and trust, fiduciary, and custody services) on a fee or commi…

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