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
OpenMarketable Debt Securities Custody and Safekeeping

Kenai Peninsula Borough is seeking a qualified financial institution to provide custody, safekeeping, settlement, delivery, valuation, reporting, and related services for its marketable debt securities and approximately $325.5 million in investment portfolios.

Kenai Peninsula Borough, AK, USA•Request for Proposal (RFP)
Kenai Peninsula Borough10/15/2026
OpenBroker-Dealer Application for Investment Services

The County of Orange is seeking broker-dealers to apply for authorization to provide investment-related services and potential inclusion on its Approved Broker-Dealers List.

Orange County, CA, USA•Request for Proposal (RFP)
Orange County10/21/2026
OpenBroker/Dealer Questionnaire and Certification

The City of Redondo Beach is seeking broker/dealers to invest proceeds from its $93.35 million Measure FP general obligation bond measure, provide related securities trading services, and support future portfolio rebalancing.

Redondo Beach, CA, USA•Request for Quote/Qualifications (RFQ)
City of Redondo Beach10/9/2026
OpenBroker/Dealer Professional Services

The New Jersey Turnpike Authority is seeking qualified firms or individuals to provide broker/dealer professional services under a rebid RFQ.

Neptune City, NJ, USA•Request for Quote/Qualifications (RFQ)
New Jersey Turnpike Authority10/8/2026
OpenPrimary Depository Services

The City of League City is seeking qualified financial institutions with a local office to provide primary depository services under an initial three-year contract with two one-year extension options.

League City, TX, USA•Request for Quote/Qualifications (RFQ)Other
City of League City10/15/2026
OpenState Investment Custody and Safekeeping Services

The Illinois State Treasurer's Office is seeking a financial institution to provide custody and safekeeping, securities transaction, cash-management, collateralization, and reporting services for state investments under an initial four-year agreement extendable to ten years.

Springfield, IL, USA•Request for Proposal (RFP)
State of Illinois > Office of the Treasurer10/21/2026
OpenApproved Broker/Dealer Investment Pool Qualification

The City of Raleigh is seeking qualified broker/dealer firms for a five-year approved investment pool supporting its approximately $1.8 billion public investment portfolio.

Raleigh, NC, USA•Request for Quote/Qualifications (RFQ)
City of Raleigh > Finance Department10/14/2026
OpenBroker-Dealer Professional Services

The New Jersey Turnpike Authority is seeking qualified broker-dealers to provide fixed-income investment trading and related reporting services for its $3 billion to $4 billion investment portfolio under a three-year professional services agreement.

New Jersey, USA•Request for Quote/Qualifications (RFQ)
New Jersey Turnpike Authority10/8/2026
OpenInvestment Banking Services (Personal Services)

The City of Los Angeles, through Los Angeles World Airports, is seeking qualified investment banking firms to establish a pool of underwriters for airport bond financings and related financial advisory services.

Los Angeles World Airports (LAWA) Skyview Center, Los Angeles, CA, USA•Request for Proposal (RFP)
Los Angeles World Airports10/9/2026
OpenBroker/Dealer Services for Authorized List

The Coachella Valley Association of Governments, Coachella Valley Conservation Commission, and Desert Community Energy are seeking broker/dealers to apply for inclusion on their Authorized Broker/Dealer List and provide institutional securities-trading and related investment services.

Palm Desert, CA, USA•Request for Information (RFI)
California > Coachella Valley Association of Governments10/10/2026
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, USA•Request for Proposal (RFP)
City of Shenandoah10/15/2026
OpenSecurities Pricing and Corporate Actions Data Services

The Virginia Department of the Treasury, Division of Unclaimed Property, is seeking a contractor to provide independent securities pricing, corporate actions, and related securities reference data services.

101 North 14th Street, Richmond, VA, USA•Request for Quote/Qualifications (RFQ)
United States of America > TREASURY, DEPARTMENT OF THE10/16/2026
OpenCertificate of Deposit Account Registry Services (CDARS) 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, USA•Request for Quote/Qualifications (RFQ)Other
City of Troy > Office of the City Comptroller10/22/2026
OpenInvestment Advisory Services

The School Board of Brevard County, Florida, is seeking comprehensive investment advisory services for managing its investment portfolios, executing securities transactions, and providing investment reporting and guidance.

2700 Judge Fran Jamieson Way, Melbourne, FL, USA•Request for Proposal (RFP)
The School Board of Brevard County, Florida10/14/2026
OpenAuctioneering Services Standing Offer

Memorial University of Newfoundland is seeking auctioneering services under a standing offer arrangement.

Memorial University of Newfoundland and Labrador, NL, Canada•Request for Proposal (RFP)
Memorial University of Newfoundland10/15/2026
OpenFinancial, Accounting, Audit, Systems, and Advisory Services

The Nunavut Housing Corporation is seeking proposals for standing-offer financial, accounting, audit, systems, and advisory services under a 12-month contract.

Iqaluit, NU, Canada•Request for Proposal (RFP)
Nunavut > Nunavut Housing Corporation10/19/2026
OpenSDG-Aligned SME Investment Brokering Services

The United Nations Development Programme in Nigeria is seeking an intermediary firm to continue investment brokering, pipeline tracking, transaction support, and longitudinal impact assessment for existing SDG-aligned small and medium-sized enterprises over a nine-month period.

Nigeria•Request for Proposal (RFP)
United Nations > United Nations Development Programme > United Nations Development Programme Nigeria10/17/2026
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 and treasury services.

Cameron County, TX, USA•Request for Proposal (RFP)
Texas Southmost College10/15/2026
OpenPrimary Depository Banking Services

The Brazos River Authority is seeking proposals from qualified financial institutions to provide primary depository, cash management, fraud protection, payment processing, investment safekeeping, and collateral services for a two-year term with two renewal options.

4600 Cobbs Drive, Waco, TX, USA•Request for Proposal (RFP)Veteran-Owned Business
Brazos River Authority11/3/2026
OpenInvestment Advisory and Management Services

The Southern Alberta Institute of Technology is seeking an external investment advisory firm to develop and maintain investment strategies and provide related support in accordance with its investment policy, governance framework, and regulatory requirements.

Southern Alberta Institute of Technology (SAIT), Calgary, AB, Canada•Request for Proposal (RFP)
Southern Alberta Institute of Technology10/9/2026
OpenBank Depository and Banking Services

The City of Nassau Bay is seeking a bank to provide depository and comprehensive banking services, including cash management, deposit and disbursement processing, ACH, wire transfers, positive pay, reconciliation, lockbox, safekeeping, and collateral management.

1800 Space Park Drive, Houston, TX, USA•Request for Proposal (RFP)
City of Nassau Bay10/22/2026
OpenAirport Trustee, Registrar, and Paying Agent Services

The Lexington-Fayette Urban County Airport Board is seeking a qualified financial institution to provide trustee, registrar, and paying agent services for approximately $87.66 million in outstanding bonds and future airport debt issuances.

Blue Grass Airport, Lexington, KY, USA•Request for Proposal (RFP)
Lexington-Fayette Urban County Airport Board10/19/2026
OpenProperty and Casualty Insurance Brokerage Services

Monroe County School District is seeking a qualified insurance broker to manage and advise on its property and casualty insurance program, including placement, renewals, claims assistance, and risk management services.

241 Trumbo Road, Key West, FL, USA•Request for Proposal (RFP)
Monroe County School District10/15/2026
OpenAuctioneer and Scrap Material Recycling Services

The Detroit Regional Convention Facility Authority is seeking proposals for auctioneer and scrap material recycling, removal, and purchase services for Huntington Place Convention Center, with proposals accepted by email or BidNet Direct.

Huntington Place, Detroit, MI, USA•Request for Proposal (RFP)
Detroit Regional Convention Facility Authority > Huntington Place10/21/2026
OpenInsurance Broker Services

The Joint Meeting of Essex and Union Counties is requesting proposals from qualified firms to provide insurance broker services.

New Jersey, USA•Request for Proposal (RFP)
Joint Meeting of Essex and Union Counties10/20/2026
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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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