Open Financial & Investment Services RFPs
Banking services, investment management, actuarial work, and financial advisory engagements for public funds and pensions. Part of Financial, Legal, HR & Staffing.
- Open RFPs
- 101
- Posted in last 30 days
- 85
- Median disclosed budget
- $5,824,400
- Next deadline
- July 21, 2026
Updated hourly from the Settle RFP Hunter database.
Most active issuers
- City Of Philadelphia (2)
- City Of Redwood City (2)
- City Of Falls Church (2)
- City Of Germantown (2)
- Minnesota State Board Of Investment (2)
Closing soonest
Browse all Financial, Legal, HR & Staffing RFPs →Automated Teller Machine Installation, Operation and Maintenance Services
New Jersey government authority seeks a vendor to provide, install, operate, maintain, and service free-standing ATM units. The ATMs must support major debit and ATM networks, with a contract term of two years.
- Deadline:
- July 21, 2026
- Budget:
- $24,000
- Issuer:
- County Of Essex
- Location:
- Newark, New Jersey, United States; Cedar Grove, New Jersey, United States; West Orange, New Jersey, United States; Belleville, New Jersey, United States
Insurance Broker Services
An Ontario government authority is seeking an insurance brokerage firm to deliver insurance placement and risk management services. Scope includes coverage review, policy support, claims advocacy, and advice across multiple insurance lines.
- Deadline:
- July 21, 2026
- Issuer:
- City Of Elliot Lake
- Location:
- Elliot Lake, Ontario, Canada
Financial Advisory Services
The City of Paterson, New Jersey is seeking providers of financial advisory services for its governmental operations.
- Deadline:
- July 21, 2026
- Issuer:
- City Of Paterson
- Location:
- Paterson, New Jersey, United States
Defined Benefits and Contributions Retirement Plans and Post Employment Benefits Consulting Services
Consulting services are sought for defined benefits and contributions retirement plans and other post-employment benefits for a government authority in Falls Church, Virginia.
- Deadline:
- July 21, 2026
- Issuer:
- City Of Falls Church
- Location:
- Falls Church, Virginia, United States
Contributions Retirement Savings and Post-Employment Benefits Consulting Services
Falls Church, Virginia is seeking an independent financial consulting firm to provide fiduciary services and advisory support for its defined benefit, retirement savings, and post-employment benefit plans.
- Deadline:
- July 21, 2026
- Issuer:
- City Of Falls Church
- Location:
- Falls Church, Virginia, United States
Bank Depository Service
A Ladonia, Missouri government authority seeks bank depository services for the next two fiscal years. Detailed RFP documentation is not currently available.
- Deadline:
- July 21, 2026
- Issuer:
- Community R-Vi School District
- Location:
- Laddonia, Missouri, United States
Credit Research Subscription Solution
The agency requests an enterprise subscription to a recognized credit research and analysis solution with online and Excel-based access, supporting monitoring of banking and insurance sector entities.
- Deadline:
- July 22, 2026
- Issuer:
- Federal Housing Finance Agency
- Location:
- Washington, District of Columbia, United States
457(B) Deferred Compensation Plan Retirement Plan Record Keeping Services
Seeking a provider for full-service 457(B) retirement plan record keeping, including plan administration, data conversion, payroll processing, compliance, and participant support for the City of Tacoma, Washington.
- Deadline:
- July 22, 2026
- Issuer:
- Pierce County
- Location:
- Tacoma, Washington, United States
Investment Management Services
Cincinnati is seeking a firm to provide three-year investment management and consulting services for its general investment portfolio.
- Deadline:
- July 22, 2026
- Budget:
- $300,000,000 (est.)
- Issuer:
- City Of Cincinnati
- Location:
- Cincinnati, Ohio, United States
Short-Term Financing Service
A government authority in Jonesboro, Arkansas is requesting short-term financing for the purchase and improvement of real estate. The financing must comply with state constitutional requirements and have a repayment term of no more than five years.
- Deadline:
- July 23, 2026
- Budget:
- $3,000,000
- Issuer:
- City Of Jonesboro
- Location:
- Jonesboro, Arkansas, United States
Financial Crime Search and Due Diligence Software
The opportunity seeks a SaaS-based financial crime search and due diligence platform for screening, UBO identification, sanctions monitoring, and legal intelligence research. The solution must be web-accessible, maintain current data sources, and meet cybersecurity incident reporting expectations.
- Deadline:
- July 23, 2026
- Issuer:
- Health and Human Services, Department Of
- Location:
- Rockville, Maryland, United States
Banking Services
A government authority in South Orange, New Jersey is requesting proposals for one year of banking services, including cash management, electronic banking, remote deposit, positive pay, and employee direct deposit support. The engagement focuses on efficiency, fraud prevention, reduced service costs, and improved treasury operations.
- Deadline:
- July 23, 2026
- Issuer:
- South Orange Village
- Location:
- South Orange, New Jersey, United States
Sales Tax and Utilities Lockbox Services
The City in Lakewood, Colorado is seeking a vendor to provide lockbox services for sales tax and utility payments, including payment processing, data entry, imaging, and secure file transmission. The contract term is one year.
- Deadline:
- July 23, 2026
- Issuer:
- City Of Lakewood
- Location:
- Lakewood, Colorado, United States
Banking and Investment Plan and Rates Services
Seeking a provider for comprehensive banking, investment, and treasury services for a government authority in Monroe, Michigan, including integration with ERP and support for online and cashless solutions.
- Deadline:
- July 23, 2026
- Issuer:
- Monroe County Community College
- Location:
- Monroe, Michigan, United States
Pension Trust Custody and Administrative Services
Seeking a provider to deliver full-scope pension trust custody and administrative services, including safekeeping, reporting, compliance, and client support, for a Virginia government authority.
- Deadline:
- July 23, 2026
- Budget:
- $178,000,000 (est.)
- Issuer:
- City Of Fairfax
- Location:
- Fairfax, Virginia, United States
Community Development Financial Institution Administration of Revolving Loan Fund Services
The City of San Pablo seeks a provider to administer its Revolving Loan Fund, covering full loan lifecycle management, compliance, and financial oversight in line with CDFI standards.
- Deadline:
- July 23, 2026
- Budget:
- $50,000 – $75,000
- Issuer:
- City Of San Pablo
- Location:
- San Pablo, California, United States
Closure or Post Closure Escrow Accounts Services
A government authority in Pennsauken, New Jersey is requesting escrow account services for landfill closure and post-closure regulated accounts. The contract is expected to run for one year.
- Deadline:
- July 24, 2026
- Issuer:
- Pollution Control Financing Authority Of Camden County
- Location:
- Pennsauken, New Jersey, United States
Escrow Services
A government authority in Pennsauken, New Jersey is seeking a qualified provider of escrow services. The resulting contract is expected to run for one year.
- Deadline:
- July 24, 2026
- Issuer:
- Pollution Control Financing Authority Of Camden County
- Location:
- Pennsauken, New Jersey, United States
Financial Consulting Services
Seeking a financial consultant to support budget development, review financial processes, and assist with labor contract and tax levy analyses for a Newburgh, NY government authority.
- Deadline:
- July 24, 2026
- Issuer:
- City Of Newburgh
- Location:
- Newburgh, New York, United States
Client Obsession Index Partner Service
A three-year contract opportunity for managing and executing the Client Obsession Index survey process, including programming, data collection, and multi-channel outreach for a government authority in Edmonton.
- Deadline:
- July 24, 2026
- Issuer:
- Atb Financial
- Location:
- Edmonton, Alberta, Canada
Investment Advisory Services
The government authority in Telluride, Colorado is requesting proposals for professional investment advisory and portfolio management services, emphasizing transparency, compliance, and capital preservation.
- Deadline:
- July 24, 2026
- Issuer:
- San Miguel Authority For Regional Transportation
- Location:
- Telluride, Colorado, United States
Fixed Income Investment Management Services
Seeking qualified firms to manage fixed income investments for University portfolios in Orlando, Florida, in accordance with established investment policies.
- Deadline:
- July 24, 2026
- Issuer:
- University Of Central Florida
- Location:
- Orlando, Florida, United States
Small Cap Core Equity Service
Massachusetts seeks a firm to provide small cap core equity investment management services for a government authority.
- Deadline:
- July 24, 2026
- Issuer:
- North Attleboro Contributory Retirement System
- Location:
- North Attleboro, Massachusetts, United States
Financial Consulting Services for Agency Formation and Fiscal Analysis
The City of Camarillo seeks financial consulting services for agency feasibility analysis, fiscal impact studies, tax generation analysis, and infrastructure finance planning.
- Deadline:
- July 24, 2026
- Issuer:
- City Of Camarillo
- Location:
- Camarillo, California, United States
Frequently asked questions
- How many Financial & Investment Services RFPs are open right now?
- There are currently 101 open Financial & Investment Services RFPs tracked by Settle RFP Hunter, 85 of which were posted in the last 30 days. This page is refreshed hourly.
- What budgets do Financial & Investment Services RFPs have?
- 16 of the open listings disclose a budget, with a median of about $5,824,400. Disclosed budgets range from $20,000 to $300,000,000.
- When is the next submission deadline for Financial & Investment Services RFPs?
- The soonest submission deadline among open Financial & Investment Services RFPs is July 21, 2026. Each listing page shows the full timeline, including question deadlines where published.