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, July 22 at 2:00 PM EDT

Register Free →
logo
Get CLEATUSFree Trial
← Back to NAICS Codes
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 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
$552K
Total Obligations (12mo)
8
Awarded Contracts (12mo)
6
Contractors Awarded (12mo)
-71.8%
YoY Growth

Contract Opportunities

Active solicitations and awarded contracts classified under NAICS 523999 — Miscellaneous Financial Investment Activities.

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
457(B) DEFERRED COMPENSATION PLAN RECORD KEEPERThe 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

9 days ago

DEADLINE

in 22 days
View Details
NAICS: 523999
SLED
Fork-to-Fuel Initiative (TOS S-033)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

about 1 month ago

DEADLINE

in 20 days
View Details
NAICS: 523999
Federal
Issuer Stress Testing for continuous analytical reviews & enhancements to Ginnie Mae's non-depository & depository stress testing frameworks and suite of models for more than 400 issuers in the Mortga...This contract focuses on performing issuer stress testing to support ongoing analytical reviews and improvements of Ginnie Mae's stress testing frameworks and modeling tools. It specifically targets the risk assessment processes for more than 400 issuers involved in both non-depository and depository sectors within the Mortgage-Backed Securities (MBS) and Home Equity Conversion Mortgage-Backed Securities (HMBS) programs. The objective is to ensure the robustness and accuracy of Ginnie Mae’s risk management approaches, thereby enhancing the agency's ability to monitor and mitigate potential financial stress on issuers. The contract, identified by number 47QFDA22F0029, is set as a total small business set-aside in accordance with FAR 19.5 and falls under NAICS code 523999, which relates to investment advice and related services. The Government National Mortgage Association (Ginnie Mae), part of the Department of Housing and Urban Development, oversees the contract execution. While specific location and organizational type details are not provided, the point of contact is Michele Sherwood, who can be reached via the provided HUD email. This initiative aligns with Ginnie Mae’s commitment to maintaining a resilient mortgage-backed securities market through continuous analytical oversight and model enhancement.
Government National Mortgage Association (Ginnie Mae)

POSTED

about 2 months ago

DEADLINE

N/A
View Details
NAICS: 523999
Closed
SLED
Accelerated Centrate Ammonia Treatment Study at Hyperion (S-073)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

3 months ago

CLOSED

about 2 months ago
View Details
NAICS: 523999
Closed
SLED
Health Savings Account (HSA) Administration
Canutillo ISD

POSTED

3 months ago

CLOSED

3 months ago
View Details
NAICS: 523999
Closed
SLED
Ad for RFP for Participating Funding ArrangementThe 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

4 months ago

CLOSED

3 months ago
View Details
NAICS: 523999
Closed
SLED
Pretreatment & Information Mgmt Sys & Watershed Protection Information Mgmt Sys Maintenance & Technical Support (S-071)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

5 months ago

CLOSED

4 months ago
View Details
NAICS: 523999
Closed
SLED
CWCS-Dynac Communication Network Implementation (TOS S-061)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

5 months ago

CLOSED

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

POSTED

7 months ago

CLOSED

6 months ago
View Details
NAICS: 523999
Closed
SLED
Co-Fiduciary Advisor For The Somerset County 457 Plan
Somerset County

POSTED

8 months ago

CLOSED

8 months ago
View Details
NAICS: 523999
Closed
SLED
Legal ServicesThe Ocean County Board of Health is seeking sealed proposals for legal services under RFP-09-2025, with submissions due by October 29, 2025, at 11:30 AM. Proposals must be submitted exclusively through the Board’s E-Procurement system, and any difficulties in accessing documents should be addressed via email. The contract, with an estimated value between $50,000 and $200,000, aims to select qualified legal service providers to support the Board’s operations. Interested proposers are required to adhere to various New Jersey statutes and regulations, including affirmative action, investment disclosures, and business registration laws. All questions regarding the RFP must be submitted online before October 17, 2025, and the Board may issue addenda only if necessary to clarify or modify the specifications significantly. The proposal opening will occur at the Board’s office in Toms River, New Jersey, and the process is overseen by the Public Health Coordinator, Daniel Regenye, with the procurement managed by Andrew Coppola, QPA.
Ocean County Health Department

POSTED

10 months ago

CLOSED

9 months ago
View Details
NAICS: 523999
Closed
SLED
Auditing ServicesThe Ocean County Board of Health is soliciting sealed proposals for auditing services through its E-Procurement system, with the solicitation identified as RFP-07-2025. The deadline for submitting proposals is October 29, 2025, at 11:30 AM local time, with the opening taking place at the Board’s office in Toms River, NJ. Interested parties must adhere to various New Jersey statutes and regulations, including requirements related to Affirmative Action, investment disclosures concerning Iran, and business registration laws. All questions regarding the RFP must be submitted via the E-Procurement portal by October 17, 2025, and responses will only be provided through the portal or via email if necessary. The contract size is estimated between $50,000 and $200,000, and the services are to be performed within New Jersey under the NAICS code 523999. The process emphasizes compliance with legal and procurement standards, with any significant modifications to the specifications addressed through formal addenda.
Ocean County Health Department

POSTED

10 months ago

CLOSED

9 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 650+ contractors already using CLEATUS