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 | Primary 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, USA•Request for Quote/Qualifications (RFQ)Other | City of League City | 10/15/2026 |
| Open | Global 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, USA•Request for Proposal (RFP) | Maryland > State Retirement Agency | 9/25/2026 |
| Open | Primary 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 Shenandoah | 10/15/2026 |
| Open | 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 Comptroller | 10/22/2026 |
| Open | Employee Benefits Brokerage and Consulting Services Washoe County School District is seeking a contractor to provide employee benefits brokerage and consulting services. Reno, NV, USA•Request for Proposal (RFP) | Washoe County School District | 9/15/2026 |
| Open | Bank 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, USA•Request for Proposal (RFP) | Texas Southmost College | 10/15/2026 |
| Open | MacArthur 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, USA•Request for Proposal (RFP) | City of Norfolk | 9/18/2026 |
| Open | Massachusetts 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, USA•Request for Quote/Qualifications (RFQ) | Massachusetts > Massachusetts Water Resources Authority | 9/30/2026 |
| Open | Casualty 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, USA•Request for Proposal (RFP) | City of Los Angeles > Department of Water & Power | 10/1/2026 |
| Open | Online 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, USA•Request for Quote/Qualifications (RFQ) | Ocean County > Board of Commissioners | 9/15/2026 |
| Open | University 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, USA•Request for Proposal (RFP) | University of Oklahoma | 9/14/2026 |
| Open | Banking 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, USA•Request for Proposal (RFP) | Sacramento Housing and Redevelopment Agency | 9/17/2026 |
| Open | Insurance Broker and Agent-of-Record Services TriMet is seeking proposals for insurance broker and agent-of-record services. Oregon, USA•Request for Proposal (RFP) | Tri-County Metropolitan Transportation District > Finance & Administrative Services Department | 9/22/2026 |
| Open | Investment 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, USA•Request for Proposal (RFP) | Grayson College | 9/22/2026 |
| Open | School 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, USA•Request for Proposal (RFP) | School District | - |
| Open | Primary 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, USA•Request for Proposal (RFP) | City of Georgetown | 10/15/2026 |
| Open | Investment 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, Canada•Request for Proposal (RFP) | Southern Alberta Institute of Technology | 10/9/2026 |
| Open | Wadena 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, USA•Request for Proposal (RFP) | City of Little Falls > Economic Development Authority | 9/30/2026 |
| Open | Banking 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, USA•Request for Proposal (RFP) | City of Snellville | 9/15/2026 |
| Open | Banking 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, USA•Request for Proposal (RFP) | East Baton Rouge Parish > Purchasing Division | 9/16/2026 |
| Open | Children'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, USA•Request for Proposal (RFP) | Ho Chunk Nation > Department of the Treasury > Procurement Division | 10/1/2026 |
| Open | Financial 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, USA•Request for Proposal (RFP) | State of New Mexico > Department of Finance & Administration | 10/2/2026 |
| Open | Online 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, USA•Request for Proposal (RFP) | Vermont > Department of Buildings and General Services > Office of Purchasing and Contracting | 9/21/2026 |
| Open | Investment 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, USA•Request for Proposal (RFP) | City of Rancho Palos Verdes > Public Works | 9/22/2026 |
| Open | Banking 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, Canada•Request for Proposal (RFP) | Town of The Pas | 9/15/2026 |
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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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