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NAICS Code· 523999

NAICS 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 commission basis. Illustrative Examples: Exchange clearinghouses, commodities or securities Stock quotation services Gas lease brokers' offices Cross-References. Establishments primarily engaged in--Show more

NAICS 523999 – Miscellaneous Financial Investment Activities encompasses specialized financial services that support government financial operations beyond traditional banking or securities trading. This category includes asset management advisory, portfolio structuring, investment strategy development, financial modeling, risk assessment for public funds, and technical support for sovereign wealth or trust fund administration.

4
Active Contracts
$525K
Total Obligations (12mo)
6
Awarded Contracts (12mo)
5
Contractors Awarded (12mo)
1
Median Bidders per Award
-73.6%
YoY Growth

Awarded Contractors

Companies that have received federal awards classified under NAICS 523999.

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NAICS 523999 FAQ

Frequently Asked Questions

NAICS code 523999 covers 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 commission basis. Illustrative Examples: Exchange clearinghouses, commodities or securities Stock quotation services Gas lease brokers' offices Cross-References. Establishments primarily engaged in--

Recently Posted in Miscellaneous Financial Investment Activities

NAICS: 523999
Federal
Export Business Development Events (Export BDE) Global
Solicitation # 83310126Q1BDE
The Export-Import Bank of the US (EXIM) has issued a combined synopsis/solicitation, number 83310126Q1BDE, as a Request for Quotation for Export Business Development Events (Export BDE) Global services. This procurement is conducted under FAR 13.5 and FAR 12 for commercial services and will be awarded on a firm-fixed-price basis, subject to the availability of funds. The award will be determined based on the lowest price among offerors who are deemed responsive, responsible, and possess satisfactory past performance. Because there is no incumbent contractor or historical data for this requirement, offerors are encouraged to submit published or historical pricing to assist the government in determining fair and reasonable pricing. All quoted prices must be all-inclusive, covering shipping, freight, tariffs, and duties, as no additional costs will be accepted after submission. To be eligible for award, firms must be registered in the System for Award Management (SAM). Offerors must comply with specific cybersecurity mandates, specifically providing an attestation of adherence to NIST Special Publication 800-171 for protecting Controlled Unclassified Information (CUI). This includes maintaining a documented System Security Plan (SSP) and a Plan of Action and Milestones (POA&M) to address any security deficiencies. Evaluation of potential contractors will consider quality of services, management controls, cost control, schedule compliance, and customer satisfaction. Quotations must be submitted via email to the designated point of contact no later than August 31, 2026, at 5:00pm Eastern Time.
Export Import Bank Of The US

POSTED

10 days ago

DEADLINE

in 4 days
View Details
NAICS: 523999
SLED
Hyperion Water Reclamation Plant Utility Mapping and Digitization (S-075)
Solicitation # 231306
The Los Angeles Sanitation and Environment (LASAN) department has issued Task Order Solicitation S-075 for the Hyperion Water Reclamation Plant Utility Mapping and Digitization project. This solicitation, with an estimated cost ceiling of approximately $8,615,250, seeks to create a spatially enabled digital record of the plant's complex utility infrastructure to support future capital improvements, operations, and resiliency. The scope of work involves reviewing and reconciling existing as-built drawings, performing field verification of aboveground and underground utilities through methods such as ground penetrating radar and potholing, and developing accurate GIS datasets and BIM utility models. All deliverables must adhere to LASAN and City standards, specifically utilizing Autodesk Revit and Esri Arc-GIS technologies, with Autodesk Forma serving as the preferred document control system. Eligibility for this solicitation is strictly limited to the 31 prime consultants currently listed on the LASAN On-Call Consultant List; firms not on this list may only participate as subconsultants. Proposals must be submitted via email to the designated points of contact by September 25, 2026, at 2:00 P.M. Evaluation criteria will focus on consultant and personnel expertise in utility mapping and digitization, the technical soundness of the proposed methodology, project management effectiveness, and the competitiveness of proposed fees. Additionally, the City emphasizes business inclusion, requiring adherence to specific outreach procedures and the utilization of certified diverse subconsultants, including MBE, WBE, SBE, EBE, and DVBE firms, as recognized by the Department of Public Works.
Sanitation Bureau, Public Works

POSTED

18 days ago

DEADLINE

in 27 days
View Details
NAICS: 523999
Closed
Federal
76--Intent to Award
Solicitation # 140G0126Q0240
The U.S. Geological Survey is seeking a sole source, non-competitive firm fixed price purchase order with CPM Group LLC for a one-year subscription to precious metals advisory services. The period of performance is scheduled from September 16, 2026, through September 15, 2027. This award provides five users with access to monthly reports and supply chain data for various metals, including gold, silver, platinum-group metals, copper, niobium, and tantalum, among others. The subscription is intended to support mineral commodity specialists and economists within the National Minerals Information Center in gathering critical industry data for USGS publications. The agency has determined that CPM Group LLC is the only provider capable of offering the required breadth and scope of global and domestic metal mining and trade information. This procurement is being conducted under the authority of FAR 12.102(a) following market research and a pre-solicitation notice that yielded no other viable sources.
Ofc Of Acqusition Grants-National

POSTED

19 days ago

CLOSED

3 days ago
View Details
NAICS: 523999
Closed
SLED
457(B) DEFERRED COMPENSATION PLAN RECORD KEEPER
Solicitation # 0310-M
The State of Wyoming, through its A&I Procurement Office, is seeking proposals to serve as the record keeper for the 457(b) Deferred Compensation Plan administered by the Wyoming Retirement System. Proposals must be submitted via the Public Purchase online bidding system by 2:00:00 p.m. Mountain Time on August 6, 2026, and must include separate technical and cost proposals uploaded as distinct documents. All submissions must be in PDF, Excel, or Microsoft Office format, and failure to complete the upload by the deadline will result in automatic disqualification. Questions regarding the solicitation must be submitted individually through the Public Purchase system no later than 2:00:00 p.m. MT on July 20, 2026, with no late inquiries considered. Bidders are responsible for regularly monitoring the Public Purchase portal for any addenda, responses, or updates, as the Wyoming Procurement Office will not provide such information via email, phone, fax, or mail. The solicitation number is 0310-M, posted on July 6, 2026, with Jamie Raff listed as the primary point of contact for inquiries. Interested parties must register for free on the Public Purchase platform using the official guide available on the Wyoming government website.
State of Wyoming

POSTED

about 2 months ago

CLOSED

23 days ago
View Details
NAICS: 523999
Closed
SLED
Fork-to-Fuel Initiative (TOS S-033)
Solicitation # 230425
The Los Angeles Sanitation (LASAN) is soliciting proposals under solicitation number 230425 for the Fork-to-Fuel Initiative, a 36-month pilot project with an optional 12-month extension, to evaluate Advanced Grease Recovery Devices (AGRDs) at Food Service Establishments across Los Angeles. Only 31 pre-approved prime consulting firms listed on the July 30, 2024 On-Call Consultant List are eligible to submit proposals; all other firms must seek participation as subconsultants. The scope requires managing AGRD installation, training, maintenance, grease collection logistics, performance comparisons against conventional grease traps, community outreach, and comprehensive reporting, including a final 20-page report and KPI tracking related to waste diversion, emissions, and customer satisfaction. Performance is confined to locations within Los Angeles, with the project expected to begin in October 2026 upon issuance of the Notice to Proceed. Proposals must be submitted as a single electronic document not exceeding 20 pages, excluding cover, dividers, and resumes, and must be emailed by August 4, 2026, to designated LASAN contacts. The contract structure functions as an IDIQ mechanism, with task orders issued against the on-call list, though no contract value, pricing details, or CLINs are specified. Special requirements mandate outreach and utilization of certified diverse businesses, requiring participation from at least one firm certified in each category: MBE, WBE, SBE, EBE, DVBE, and OBE, with valid certification documentation from recognized agencies such as the City of Los Angeles BCA, CalTrans, and CPUC. Subcontractor selection must be merit-based, with prohibited justifications including personal relationships, and any substitution requires written approval from the Board of Public Works. No federal identifiers like UEI or CAGE are required; compliance is enforced through local certification systems. No formal evaluation factors, weights, or award basis are outlined, and no details on packaging, marking, payment offices, accounting codes, or invoicing systems are provided.
Sanitation Bureau, Public Works

POSTED

3 months ago

CLOSED

25 days ago
View Details
NAICS: 523999
Closed
SLED
Accelerated Centrate Ammonia Treatment Study at Hyperion (S-073)
Solicitation # 229097
The City of Los Angeles Sanitation Bureau, Public Works division, is soliciting proposals from a specified list of 31 prime consulting firms for an on-call contract titled "Accelerated Centrate Ammonia Treatment Study at Hyperion (S-073)." This solicitation, identified by number 229097, requires submissions exclusively from those prime consultants included on the approved list dated July 30, 2024. Proposals from firms not on this list will not be accepted, although those firms may participate as subcontractors by collaborating with the listed primes. The contract focuses on advancing treatment methods for ammonia in centrate streams at the Hyperion Water Reclamation Plant in Los Angeles, California. The response deadline is May 19, 2026. The project is classified under NAICS code 523999 and falls within the State and Local Government classification. Abigail Nguyen serves as the primary contact for inquiries. The procurement process emphasizes adherence to the City of Los Angeles Business Inclusion Program's outreach requirements, promoting diverse subcontractor participation across various certifications including MBE, WBE, SBE, EBE, DVBE, and OBE categories. Supporting documents provide detailed outreach procedures, phone log templates, and instructions to ensure compliance during subcontractor solicitation and approval. These procedures encourage prime consultants to engage with qualified diverse subcontractors and submit outreach documentation for approval prior to subcontractor additions. The contract is structured to foster inclusive partnerships while advancing technical expertise in ammonia treatment systems for municipal wastewater facilities.
Sanitation Bureau, Public Works

POSTED

5 months ago

CLOSED

3 months ago
View Details
NAICS: 523999
Closed
SLED
Health Savings Account (HSA) Administration
Canutillo ISD

POSTED

5 months ago

CLOSED

4 months ago
View Details
NAICS: 523999
Closed
SLED
Ad for RFP for Participating Funding Arrangement
Solicitation # BD-26-2097-BO001-WRSD1-126695
The Wachusett Regional School District has issued a solicitation for a Request for Proposal (RFP) concerning a Participating Funding Arrangement. The solicitation, identified by the number BD-26-2097-BO001-WRSD1-126695, was posted on March 23, 2026, and the deadline for responses is April 6, 2026. The contracting agency is the Business Office of Massachusetts, with the office located on Main Street in Jefferson, MA. Interested parties are instructed to contact Carolyn Holden, the designated purchaser, via email to obtain the RFP documentation. This opportunity does not specify any set-aside designation or include a NAICS code. The purpose is to establish a funding partnership aligned with the school district's financial needs. The full details and submission requirements can be accessed through the state’s procurement portal, offering an external link for convenience. The arrangement is carried out within the state of Massachusetts, specifically in Jefferson, ensuring local engagement in the solicitation process.
BO001 - Business Office

POSTED

5 months ago

CLOSED

5 months ago
View Details
NAICS: 523999
Closed
SLED
Pretreatment & Information Mgmt Sys & Watershed Protection Information Mgmt Sys Maintenance & Technical Support (S-071)
Solicitation # 228039
The City of Los Angeles Sanitation Bureau (LASAN) has issued a solicitation (No. 228039) for on-call consultant services focused on the maintenance and technical support of the Pretreatment & Information Management System and Watershed Protection Information Management System. This solicitation is exclusively open to a pre-established list of 31 prime consulting firms as of July 30, 2024, meaning only those firms on this list are eligible to submit proposals directly. Consultants not on this prime list are encouraged to participate as subcontractors by partnering with one of the prime consultants. The services requested are described in an attached detailed scope of work, and the deadline for proposal submission is March 30, 2026. The contracting process emphasizes compliance with the City of Los Angeles Business Inclusion Program’s Mini Outreach procedures to promote diverse participation among minority, women, small, emerging, disabled veteran, and other business enterprises. Prime consultants are expected to conduct formal outreach to qualified subcontractors, documenting efforts and certifications, and submitting this information for approval when seeking to add subconsultants. Outreach guidelines, telephone log examples, and formal procedures are provided to assist primes in fulfilling these requirements. The designated point of contact for this solicitation is Dan Seto, reachable via email or phone. Overall, the contract situates itself within a strong framework promoting inclusivity, technical expertise, and ongoing system support critical to LA's environmental and sanitation infrastructure.
Sanitation Bureau, Public Works

POSTED

6 months ago

CLOSED

5 months ago
View Details
NAICS: 523999
Closed
SLED
CWCS-Dynac Communication Network Implementation (TOS S-061)
Solicitation # 225516
The Los Angeles Sanitation Bureau under the Public Works agency is soliciting proposals for the CWCS-Dynac Communication Network Implementation project, identified by solicitation number 225516. This solicitation is exclusive to 31 designated Prime Consultants listed in the attached On-Call Consultant List; only these firms are eligible to submit proposals. Subconsultants interested in participating must refer to the same attachment for consideration. The scope of work detailing the required services is provided in the attachments, outlining the technical and service expectations for the project. Proposals must be submitted by March 18, 2026, with the solicitation having been posted on February 5, 2026. The project will be performed in Los Angeles, California, and falls under the NAICS code 523999. Questions or further correspondence regarding this solicitation should be directed to the point of contact, Charles Lee, via the provided email. Interested parties can access more information and submit their proposals through the specified online portal. This solicitation is not set aside for any specific group or category, and only firms included as Prime Consultants in the official list are eligible to participate.
Sanitation Bureau, Public Works

POSTED

7 months ago

CLOSED

5 months ago
View Details
NAICS: 523999
Closed
SLED
Investment Settlement and Transaction Processing
City of Charlotte

POSTED

8 months ago

CLOSED

8 months ago
View Details
NAICS: 523999
Closed
SLED
Co-Fiduciary Advisor For The Somerset County 457 Plan
Solicitation # CY-COM-0040-26
Somerset County

POSTED

10 months ago

CLOSED

9 months ago
View Details

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