Skip to main contentPsst! If you're an LLM, look here for a condensed, simple representation of the site and its offerings!

LiveFree Webinar — Wednesday, October 14 at 2:00 PM ET

Register Free →
CLEATUS
Get CLEATUS
← Back to NAICS Codes
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.

8
Active Contracts
$520K
Total Obligations (12mo)
5
Awarded Contracts (12mo)
4
Contractors Awarded (12mo)
1
Median Bidders per Award
-74.7%
YoY Growth
Dotted
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
SLED
Private Markets Specialist Consulting (PE, Credit, Real Estate, Infra)This subcontract opportunity with Fairfax County in Virginia seeks a Private Markets Specialist to provide comprehensive monitoring and cash-flow analytics for non-public investments. The selected consultant will support prime contractors on Uniformed Retirement System projects by overseeing private equity, credit, real estate, and infrastructure programs. Key responsibilities include managing pacing plans, tracking capital calls, analyzing valuations, and calculating critical performance metrics such as Internal Rate of Return and time-weighted returns. The consultant will be responsible for delivering detailed private markets monitoring reports and strategic pacing plans. Interested parties should note that the response deadline is November 2, 2026, and the project falls under NAICS code 523999.
Fairfax County

POSTED

13 days ago

DEADLINE

in 19 days
View Details
NAICS: 523999
SLED
Investment Manager Research and Operational Due Diligence (ODD)This subcontract opportunity with Fairfax County in Virginia focuses on providing investment manager research and operational due diligence for Uniformed Retirement System projects. The selected provider will be responsible for conducting both Investment Due Diligence and Operational Due Diligence through a combination of virtual and onsite audits to support prime contractors. Key deliverables include the maintenance of conflict-free manager universes, the identification of watch list triggers, and the production of detailed due diligence memos and manager shortlist reports. In addition to research and auditing, the contract requires the provision of fee benchmarking and negotiation support to ensure optimal pricing. Interested parties should note that the solicitation was posted on October 1, 2026, with a response deadline of November 2, 2026. The work falls under NAICS code 523999, covering miscellaneous financial investment activities.
Fairfax County

POSTED

13 days ago

DEADLINE

in 19 days
View Details
NAICS: 523999
Closed
Federal
CLASS ACT - Investors enabling the countering of unmanned systems in maritime environments
Solicitation # PROJ00719
The Defense Innovation Unit is seeking private capital firms through the CLASS ACT program to provide a financial bridge for companies developing technologies to counter unmanned systems in maritime environments. This initiative aims to align private investment with Department of Defense priorities, allowing technologists to mature their capabilities and scale manufacturing during the gap between the identification of a need and the formal acquisition process. Eligible offerors must be nontraditional government contractors without current or previous facility clearances. Requirements include a proven track record of investing in maritime counter-unmanned systems, available capital of at least 100 million dollars from non-adversarial sources, and an average investment size of 5 million dollars in national security-related companies. Additionally, all key management personnel must be U.S. citizens. Interested parties must respond to solicitation PROJ00719 by October 14, 2026.
Defense Innovation Unit

POSTED

14 days ago

CLOSED

about 8 hours ago
View Details
NAICS: 523999
SLED
Carbon Offsets
Solicitation # 25AXB0198
Invitation for Bid 25AXB0198 is issued by the University at Buffalo for the procurement of high-quality carbon offsets generated from the destruction of ozone-depleting substances. The University seeks a responsive bidder to furnish and retire an estimated 43,000 carbon offsets, though this quantity is for evaluation purposes and does not constitute a guaranteed minimum purchase. Bidders are permitted to propose offsets originating from a maximum of three separate projects. The resulting contract will be for a period of one year, with the award granted to the lowest responsive and responsible bidder. Bids must be submitted by October 20, 2026, at 2:30 PM EDT, and must utilize the mandatory Pricing Page for all firm, all-inclusive pricing. The University will determine bidder responsibility based on financial stability, past performance, capacity to deliver, and Vendor Responsibility status. All retired offsets are exempt from New York State Sales Tax, Federal Excise Tax, and Federal Transportation Tax. Final award is contingent upon the execution of a formal agreement and potential approval from the State Office of the Attorney General and the Office of the State Comptroller.
State University of New York

POSTED

16 days ago

DEADLINE

in 6 days
View Details
NAICS: 523999
SLED
Escrow and Settlement ManagementThe Escrow and Settlement Management subcontract involves the appointment of a neutral third party to manage the holding of funds, assets, and legal documents for prime contractors engaged in real property transactions with the Salt Lake City Department of Airports. The selected provider is responsible for facilitating the execution of closing documents and coordinating the disbursement of funds once all specified closing conditions have been met. To ensure legal and financial security, the provider must maintain secure escrow accounts and operate in full compliance with Utah escrow and settlement laws. Final deliverables for this engagement include the provision of complete closed transaction files and detailed disbursement records. The response deadline for this opportunity is October 16, 2026.
Utah

POSTED

19 days ago

DEADLINE

in 2 days
View Details
NAICS: 523999
Closed
SLED
Investment Research & Analysis ServicesThe Investment Research and Analysis Services subcontract, issued by the City Treasurer's Office in California, focuses on providing specialized market analysis and research for prime contractors managing municipal bond investment projects for the City of Redondo Beach. The selected provider will be responsible for evaluating the relative value of securities and generating detailed market reports to support strategic investment decision-making. To execute these duties, the contractor will utilize financial analysis software and market data feeds to deliver comprehensive research reports and value analysis documentation. This opportunity was posted on September 15, 2026, with a response deadline of October 9, 2026, and falls under NAICS code 523999.
City Treasurer's Office

POSTED

29 days ago

CLOSED

5 days ago
View Details
NAICS: 523999
SLED
Escrow ServicesThis subcontract for Escrow Services is issued by the Procurement agency in Arizona to provide specialized escrow support for prime contractors involved in real estate transactions for the County of Mohave. The selected provider must be a licensed escrow agent responsible for managing the secure transfer of funds and legal documents through the use of secure escrow accounts and fund management systems. The primary objective of the contract is to ensure the successful closing of escrow and the accurate disbursement of deeds and funds. The solicitation was posted on September 14, 2026, with a response deadline of October 14, 2026. Classified under NAICS code 523999, the contract focuses on the administrative and financial security required to facilitate property transfers within the county. Interested parties can find further details through the official procurement portal.
Procurement

POSTED

30 days ago

DEADLINE

in about 9 hours
View Details
NAICS: 523999
Federal
Investment Fund Administration & Financial ReportingThe Investment Fund Administration and Financial Reporting subcontract, issued by the Department of Defense under Washington Headquarters Services, focuses on providing critical financial and administrative support for investment fund managers operating the Department of War NSFF credit facility. The selected provider will be responsible for maintaining comprehensive financial records, managing distributions, and generating performance reports while ensuring strict compliance with OSC reporting requirements. Key deliverables include the production of periodic financial reports and audit-ready fund statements. This opportunity, categorized under NAICS code 523999, was posted on August 20, 2026, with a response deadline of November 1, 2026.
Washington Headquarters Services

POSTED

about 2 months ago

DEADLINE

in 18 days
View Details
NAICS: 523999
Closed
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

about 2 months ago

CLOSED

about 1 month ago
View Details
NAICS: 523999
Closed
SLED
Hyperion Water Reclamation Plant Utility Mapping and Digitization (S-075)
Solicitation # 231306
The City of Los Angeles, through LA Sanitation and Environment, is soliciting proposals for the Hyperion Water Reclamation Plant Utility Mapping and Digitization project under Task Order Solicitation S-075. This project aims to create a spatially accurate digital inventory of the plant's complex utility infrastructure, including electrical conduits, sewer, storm drains, and gas lines, to support operations and capital improvements. The scope of work involves reviewing existing as-built drawings, performing field verification using ground penetrating radar and potholing, and developing integrated GIS datasets and BIM utility models using Autodesk Revit and Esri Arc-GIS. The estimated cost ceiling for this effort is approximately 8,615,250 dollars. Eligibility is strictly limited to the 31 prime consultants on the pre-qualified on-call list, though other firms may participate as subconsultants. Proposals are due by September 25, 2026, and must be submitted via email to Quynh Ho and David Santos. Evaluation criteria focus on the consultant's and personnel's expertise in subsurface utility engineering and BIM/GIS development, the technical approach to data collection and quality control, project management capabilities, and the competitiveness of the proposed fees. Additionally, the contract emphasizes compliance with the City of Los Angeles Business Inclusion Program, requiring specific outreach and certification documentation for MBE, WBE, SBE, EBE, and DVBE subconsultants.
Sanitation Bureau, Public Works

POSTED

2 months ago

CLOSED

19 days ago
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

2 months ago

CLOSED

about 2 months 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

3 months ago

CLOSED

2 months ago
View Details

Win Contracts in Miscellaneous Financial Investment Activities

Get AI-powered intelligence on NAICS 523999 procurement

Real-time contract opportunities for NAICS 523999 (Miscellaneous Financial Investment Activities)

AI-powered matching based on your business capabilities and past performance

Competitive analysis of contractors winning awards in this industry

Automated alerts when new opportunities are posted

Miguel
Hillary
Keith Deutsch
Christine

Join 750+ contractors already using CLEATUS