NAICS 523999 - Miscellaneous Financial Investment Activities RFPs, RFIs, RFQs, Sources Sought and Government Contracting Opportunities
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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.
| Status | Title | Buyer | Due Date |
|---|---|---|---|
| Open | Professional Real Estate Services for Town of Sewalls Point The Town of Sewalls Point, Florida, is seeking qualifications for Professional Real Estate Services for a one-year contract, with responses due by July 10, 2026. 78 South Sewalls Point Road, Stuart, FL, USA•Request for Quote/Qualifications (RFQ) | Town of Sewall's Point | 7/10/2026 |
| Open | Bank Depository Services for College of the Mainland College of the Mainland is seeking proposals for bank depository services, with proposals due by June 30, 2026. Texas City, TX, USA•Request for Proposal (RFP) | College of the Mainland | 6/30/2026 |
| Open | Equity Index Investment Management Products and Services Search The City of New York's Office of the Comptroller is seeking equity index investment management products and services for its retirement systems. New York, NY, USA•Request for Information (RFI)Woman-Owned BusinessMinority-Owned BusinessSmall Business | New York City | 7/15/2026 |
| Open | Brokerage Services for the State of Virginia The State of Virginia is seeking brokerage services. Amherst County, VA, USA•Request for Proposal (RFP) | Virginia | 7/16/2026 |
| Open | Senior Managing Underwriter Services for Solid Waste Revenue Bonds The Development Authority of the North Country is seeking proposals for Senior Managing Underwriter services for an approximately $17,000,000 Solid Waste Revenue Bond issuance. Watertown, NY, USA•Request for Proposal (RFP) | New York > Dormitory Authority of the State of New York | 7/6/2026 |
| Open | Commercial Real Estate Broker Services Pierce Transit is seeking qualified firms to provide Commercial Real Estate Broker Services on an on-call, as-needed basis through individual Task Orders. 3701 96th Street SW, Lakewood, WA, USA•Request for Proposal (RFP) | Pierce Transit | 7/10/2026 |
| Open | Banking, Investment Custody, and Merchant Card Processing Services for Albany County The County of Albany is seeking proposals for banking, investment custody, and merchant card processing services for an initial three-year period with two one-year renewal options. Albany County, NY, USA•Request for Proposal (RFP) | Albany County > Department of General Services > Purchasing Division | 6/26/2026 |
| Open | General Banking Services for the City of East Orange The City of East Orange is soliciting proposals for general banking services. East Orange, NJ, USA•Request for Proposal (RFP) | City of East Orange | 7/8/2026 |
| Open | Loan Administration Services for Pinellas County Pinellas County is seeking a qualified loan servicer to administer its mortgage loan portfolio, which includes loans funded by federal, state, and local sources. Pinellas County, FL, USA•Request for Quote/Qualifications (RFQ)Small Business | Pinellas County | 6/23/2026 |
| Open | Investment Management Services for Hillsborough County Clerk of Circuit Court & Comptroller The Hillsborough County Clerk of Circuit Court & Comptroller is seeking proposals for investment management services. Hillsborough County, FL, USA•Request for Proposal (RFP) | Hillsborough County > Hillsborough County Sheriff's Office | 7/10/2026 |
| Open | Property and Casualty Insurance Services The Edinburg Consolidated Independent School District is seeking proposals for property and casualty insurance coverage for a two-year contract with an option for a three-year extension. Edinburg, TX, USA•Request for Proposal (RFP) | Edinburg Consolidated Independent School District | 7/23/2026 |
| Open | On-Call and As-Needed Title and Escrow Services in Stanislaus County The California Department of Transportation is seeking on-call and as-needed title and escrow services for properties located in Stanislaus County. Stanislaus County, CA, USA•Invitation for/to Bid (IFB/ITB)Small BusinessOther | California > California Department of Transportation > Division of Equipment | 7/2/2026 |
| Open | Employee Benefits Consulting and Brokerage Services The Los Angeles County Development Authority is seeking proposals for employee benefits consulting and brokerage services. Los Angeles County, CA, USA•Request for Proposal (RFP) | Los Angeles County > Department of Public Works | 7/10/2026 |
| Open | Broker of Record for Employee Health Benefit Services The Mountain Lakes Board of Education is seeking proposals for a Broker of Record for Employee Health Benefit Services. Mountain Lakes, NJ, USA•Request for Proposal (RFP) | Mountain Lakes Board of Education | 6/25/2026 |
| Open | Insurance Brokerage and Risk Advisory Services The District of Summerland is seeking insurance brokerage and risk advisory services with a contract term from award until August 15, 2029, with options to extend. Summerland, BC, Canada•Request for Proposal (RFP) | District of Summerland | 7/10/2026 |
| Open | Property Insurance Brokerage Services for Indianapolis and Marion County Courts The City of Indianapolis and Marion County Courts are seeking property insurance brokerage services. Indianapolis, IN, USA•Request for Proposal (RFP) | Indianapolis > Marion County | 7/17/2026 |
| Open | Arbitrage Rebate Compliance Services The City of Georgetown is seeking a consultant to provide arbitrage rebate compliance services for its long-term bonds. Georgetown, TX, USA•Request for Proposal (RFP) | City of Georgetown > Georgetown Utility Systems | 6/26/2026 |
| Open | Servicing Broker for Employee Voluntary Insurance Products Weslaco Independent School District is seeking qualifications for a servicing broker for employee voluntary insurance products. Weslaco, TX, USA•Request for Quote/Qualifications (RFQ) | Weslaco Independent School District | 7/16/2026 |
| Open | Medical Insurance Broker Services for the City of Eveleth The City of Eveleth is seeking statements of qualification for professional medical insurance broker services, as their current contract expires on December 31, 2026. Eveleth, MN, USA•Request for Quote/Qualifications (RFQ) | City of Eveleth | 7/3/2026 |
| Open | Williamson County Benefits Broker Consulting Services Williamson County is seeking a Benefits Broker Consultant to provide leadership consulting, assist with the RFP process for benefit vendors, and support benefits program design and financial planning. Williamson County, TX, USA•Request for Proposal (RFP) | Williamson County | 7/9/2026 |
| Open | Contract Security Officer (CSO) Support Services The Department of Defense is seeking armed and unarmed Contract Security Officer (CSO) support services at the Pentagon. Washington, DC, USA•Request for Proposal (RFP) | United States of America > Department of Defense | 7/14/2026 |
| Open | Legal Services for Portfolio Monitoring and Securities Litigation The Cambridge Retirement Board is seeking proposals from qualified law firms to provide portfolio monitoring and securities litigation services on a contingency/no-cost basis. Cambridge, MA, USA•Request for Proposal (RFP) | Massachusetts > Department of Mental Health | 7/27/2026 |
| Open | Annual Audit Services for Grove Resort Community Development District The Grove Resort Community Development District is seeking proposals for annual financial auditing services for the fiscal year ending September 30, 2026, with an option for four additional renewals. Orlando, FL, USA•Request for Proposal (RFP) | Grove Resort Community Development District | 7/22/2026 |
| Open | Underwriter Services for Water & Sewer Revenue Bonds Lee County is seeking an underwriter for an estimated $400 million in Water & Sewer Revenue Tax-Exempt Bonds, Series 2026. Lee County, FL, USA•Request for Proposal (RFP) | Lee County | 7/20/2026 |
| Open | Security System Maintenance and Services The Department of Financial Services is seeking security monitoring and maintenance services from Securitas Technology Corporation for various locations, excluding the Florida State Fire College. Lake Wales, FL, USA•Sole Source | Florida > Department of Financial Services | 7/13/2026 |
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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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