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
OpenInvestment Broker-Dealer Services

San Jacinto Community College District is seeking qualified investment broker-dealer firms to provide as-needed public-funds investment services, including market analysis, pricing and transaction execution, reporting, and portfolio support.

4620 Fairmont Parkway, Pasadena, TX, USA•Request for Quote/Qualifications (RFQ)
San Jacinto Community College District11/4/2026
OpenPrimary Depository Services

The Harlingen Waterworks System is seeking a qualified financial institution to provide primary depository services, including banking and cash-management services, for an initial three-year term with two optional one-year extensions.

134 East Van Buren Avenue, Harlingen, TX, USA•Request for Proposal (RFP)
Harlingen Waterworks System12/3/2026
OpenSnow College Endowment Investment Services

Snow College is seeking a qualified financial institution to provide investment advisory, portfolio management, and custodial services for approximately $34 million in endowment and foundation funds, plus future contributions.

Snow College, Ephraim, UT, USA•Request for Proposal (RFP)
Snow College11/14/2026
OpenDisclosure Counsel Services

The Solid Waste Authority of Palm Beach County is seeking a law firm to provide disclosure counsel services for future debt financings and ongoing bond disclosure matters under an initial five-year engagement with two two-year extension options.

Palm Beach County, FL, USA•Request for Proposal (RFP)
Solid Waste Authority of Palm Beach County12/16/2026
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
OpenFinancial Advisory Services

Essex County is seeking financial advisory and consulting services through a one-year contract running from January 1 through December 31, 2027.

Essex County, NJ, USA•Request for Quote/Qualifications (RFQ)
Essex County11/5/2026
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 historical scrap activity data now provided in Addendum 3.

1 Washington Boulevard, Detroit, MI, USA•Request for Proposal (RFP)
Detroit Regional Convention Facility Authority > Huntington Place10/28/2026
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, USA•Request for Proposal (RFP)
School District-
OpenInvestment Banking Services

The Metropolitan St. Louis Sewer District is seeking investment banking services through RFP 1588.

St. Louis, MO, USA•Request for Proposal (RFP)
Metropolitan St. Louis Sewer District11/17/2026
OpenCounty Accounting Services

Essex County is seeking accounting services through a two-year contract beginning January 1, 2027.

Essex County, NJ, USA•Request for Proposal (RFP)
Essex County > Office of Treasurer11/5/2026
OpenCustodial Bank Services

Milwaukee County is seeking proposals from qualified trust companies and commercial banks to provide custodial and safekeeping services for County financial assets, excluding specified pension fund assets.

Milwaukee County, WI, USA•Request for Proposal (RFP)
Milwaukee County12/4/2026
OpenBond Underwriting Services Prequalified Panels

New York State Homes and Community Renewal and four affiliated agencies are seeking qualified financial firms for three-year prequalified panels of senior managing underwriters, co-managing underwriters, and selling group members for agency bond issuances.

New York, USA•Request for Quote/Qualifications (RFQ)Minority-Owned BusinessService-Disabled Veteran-Owned BusinessWoman-Owned Business
New York > New York State Office of Resilient Homes and Communities > New York State Housing Finance Agency > State of New York Mortgage Agency > State of New York Municipal Bond Bank Agency > Tobacco Settlement Financing Corporation11/12/2026
OpenComprehensive Banking Services

Troup County School System is seeking qualified financial institutions to provide comprehensive banking services, including treasury management, payroll and accounts-payable processing, investment services, and corporate card services.

100 North Davis Road, La Grange, GA, USA•Request for Proposal (RFP)
Troup County School System11/6/2026
OpenMunicipal Insurance Pool Actuarial and Brokerage Services

The City of Kitchener, on behalf of the Waterloo Region Municipalities Insurance Pool, is seeking integrated actuarial, insurance brokerage, market placement, governance, strategic advisory, and risk financing services.

Kitchener, ON, Canada•Request for Proposal (RFP)
City of Kitchener10/30/2026
OpenEmployee Benefits Consulting and Brokerage Services

Newton County Board of Commissioners is seeking benefits consulting and brokerage services, including analysis and recommendations for its employee health and welfare plans, with proposals due through its electronic submission portal on November 12, 2026.

Newton County, GA, USA•Request for Proposal (RFP)
Newton County11/12/2026
OpenInsurance Brokerage and Risk Management Services

The City of Tulsa is seeking a broker to advise on and procure insurance coverage, administer its insurance program, and provide related risk management services under an initial one-year term with four one-year renewal options.

Tulsa, OK, USA•Request for Proposal (RFP)
City of Tulsa > Finance Department10/28/2026
OpenInvestment Management and Custodial Services

The Alabama Peace Officers' Annuity and Benefit Fund is seeking investment management, consulting, and custodial services for an approximately $45 million balanced portfolio, with monthly reporting and advisor attendance at board meetings.

514 South Mcdonough Street, Montgomery, AL, USA•Request for Proposal (RFP)
Alabama > Alabama Peace Officers' Annuity & Benefit Fund11/16/2026
OpenMunicipal Investment Broker Services

The Town of Hilton Head Island is seeking Statements of Qualifications from qualified financial institutions, broker/dealers, and other eligible investment providers to establish a pool authorized to offer investment transactions involving Town funds.

Hilton Head Island, SC, USA•Request for Quote/Qualifications (RFQ)
Town of Hilton Head Island12/2/2026
OpenInsurance Brokerage Services

The Metropolitan Airport Authority of Rock Island County, Illinois, is seeking a qualified insurance broker to provide broker-of-record, insurance placement, risk management, claims, loss-control, and advisory services.

Quad Cities International Airport, Blackhawk, IL, USA•Request for Quote/Qualifications (RFQ)
Metropolitan Airport Authority of Rock Island County10/30/2026
OpenUniversity Investment Advisory and Portfolio Management

NSCAD University is seeking proposals for investment advisory and management services to manage its investment portfolios under an estimated 60-month contract.

Halifax, NS, Canada•Request for Proposal (RFP)
NSCAD University11/9/2026
OpenInsurance Brokerage and Consulting Services

The Capital Area Transportation Authority is seeking insurance brokerage and consulting services through RFP 2026-169.

Lansing, MI, USA•Request for Proposal (RFP)
Capital Area Transportation Authority10/30/2026
OpenInsurance Brokerage Services

Houston City College is seeking qualified firms to provide insurance brokerage services for its Risk Management Department through a two-step RFP process beginning with a Request of Markets form.

Houston Community College, Houston, TX, USA•Request for Proposal (RFP)
Houston Community College12/9/2026
OpenDepository Banking Services

Aubrey Independent School District is seeking a depository bank to provide banking services including account management, cash management, collateral management, and optional services such as merchant services and payroll cards.

Aubrey, TX, USA•Request for Proposal (RFP)
Aubrey Independent School District-
OpenProfessional Vehicle and Heavy Equipment Auction Services

The State of New Jersey, through the Department of the Treasury's Division of Purchase and Property on behalf of Distribution and Support Services, is seeking professional live auction services for vehicles, heavy equipment, and related items, including auction staffing, payment processing, equipment, and security.

1620 Stuyvesant Avenue, Trenton, NJ, USA•Request for Proposal (RFP)Small Business
New Jersey > Department of the Treasury > Division of Purchase and Property > Distribution and Support Services12/2/2026
OpenBond Counsel Services

Atlantic County is seeking qualified New Jersey bond counsel to provide legal services for bond ordinances, bond and bond anticipation note sales, official statements, closings, tax opinions, and related public-finance matters through December 31, 2027.

1333 Atlantic Avenue, Atlantic City, NJ, USA•Request for Proposal (RFP)
Atlantic County10/27/2026
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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