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
- 125
- Posted in last 30 days
- 107
- Median disclosed budget
- $10,000,000
- Next deadline
- August 25, 2026
Updated hourly from the Settle RFP Hunter database.
Most active issuers
- Plymouth Retirement Board (6)
- County Of Ocean (2)
- Bexar County Purchasing Department (2)
- City Of San Juan (2)
- Columbus Zoo Conservation Parks (2)
Closing soonest
Browse all Financial, Legal, HR & Staffing RFPs →Active Growth-Oriented International Equity Investment Manager Services
A Connecticut government authority seeks an investment manager for active, growth-oriented international equity services involving a $305 million portfolio.
- Deadline:
- August 25, 2026
- Budget:
- $15,000,000 – $16,000,000
- Issuer:
- Plymouth Retirement Board
- Location:
- Plymouth, Massachusetts, United States
Tax Increment Financing Analysis Services
A Kentucky government authority is seeking analytical expertise for tax increment financing evaluation, reporting, and recommendations. The resulting contract will have a two-year term.
- Deadline:
- August 25, 2026
- Issuer:
- Cabinet For Economic Development
- Location:
- Frankfort, Kentucky, United States
Investment Advisor Services
The government authority in San Marcos seeks an investment advisor to manage investment research, recommendations, strategy development, policy review, market monitoring, and securities transaction support. The advisor will also provide monthly portfolio reports and related procedural guidance.
- Deadline:
- August 25, 2026
- Issuer:
- Hays County
- Location:
- San Marcos, Texas, United States
Tax Credit Compliance Service
A Colorado government authority seeks a provider to evaluate IRA tax credit eligibility and manage related compliance, documentation, and IRS pre-filing registration activities. The contract term is one year.
- Deadline:
- August 26, 2026
- Issuer:
- Colorado Department of Personnel and Administration
- Location:
- Denver, Colorado, United States; Longmont, Colorado, United States; Pueblo, Colorado, United States; Colorado Springs, Colorado, United States; Lakewood, Colorado, United States; Centennial, Colorado, United States
Banking and Depository Services
A Texas government authority seeks a financial institution to provide comprehensive banking, depository, and cash management services for a five-year contract.
- Deadline:
- August 26, 2026
- Issuer:
- City Of Texas City
- Location:
- Texas City, Texas, United States
Insurance Broker Services
A Harrisburg government authority is seeking a qualified insurance broker to provide mortgage insurance coverage under specified loan-to-value, borrower, property, and loan criteria. The contract term is two years, with questions due August 17, 2026 and proposals due August 26, 2026.
- Deadline:
- August 26, 2026
- Issuer:
- Pennsylvania Housing Finance Agency
- Location:
- Harrisburg, Pennsylvania, United States
Property and Casualty Insurance Consulting Broker of Record Services
A Cape May, New Jersey government authority is seeking a broker of record for property and casualty insurance consulting, carrier negotiations, coverage management, and risk advisory services under a one-year contract.
- Deadline:
- August 26, 2026
- Issuer:
- Cape May County Bridge Commission
- Location:
- Cape May Court House, New Jersey, United States
Proxy and Voting Platform Services
The organization seeks a provider for independent proxy research and a secure, scalable 24/7 voting platform. Services must include vote execution, account auditing, recordkeeping, reporting, governance integration, and next-day proxy vote disclosure.
- Deadline:
- August 26, 2026
- Issuer:
- Ohio Public Employees Retirement System
- Location:
- Ohio, United States
Master Loan Service
A Seattle government authority is soliciting a master loan servicing provider to support housing loan programs through quality control reporting, loan servicing, foreclosure processing, and payment remittance. The vendor will also advise on industry changes and help support program loan origination growth where applicable.
- Deadline:
- August 26, 2026
- Issuer:
- Washington State Housing Finance Commission
- Location:
- Seattle, Washington, United States
Municipal Advisory Services
A San Antonio government authority is soliciting municipal advisory services to support bond issuances, refunding efforts, and debt financing strategy. The contract term is one year and includes oversight of municipal securities sales and coordination with financing counsel and underwriters.
- Deadline:
- August 26, 2026
- Issuer:
- Bexar County Hospital District Dba University Health
- Location:
- San Antonio, Texas, United States
Single Family Master Servicer and Sub-Servicer Services
A Seattle government authority is soliciting a contractor to provide single family master loan servicing and sub-servicing, including monthly post-closing quality control audits for housing program loans. The contract term is two years.
- Deadline:
- August 26, 2026
- Issuer:
- Washington State Housing Finance Commission
- Location:
- Seattle, Washington, United States
Insurance Broker Services
A Sacramento government authority is soliciting insurance broker services for a five-year term. The work includes insurance program management, market analysis, renewals, claims support, risk control, and certificate tracking.
- Deadline:
- August 26, 2026
- Issuer:
- Sacramento Regional Transit District
- Location:
- Sacramento, California, United States
Banking Services
A government authority in Manasquan seeks a financial institution to provide account management, fraud prevention, online banking, deposit support, payroll coordination, and wire transfer services for one year.
- Deadline:
- August 27, 2026
- Issuer:
- Manasquan River Regional Sewerage Authority
- Location:
- Farmingdale, New Jersey, United States
Banking and Investment Services
A government authority in Toms River seeks a qualified provider to manage banking and investment activities, including portfolio transactions, compliance, reporting, and coordination with its custodian bank.
- Deadline:
- August 27, 2026
- Budget:
- $52,025,000
- Issuer:
- County Of Ocean
- Location:
- Toms River, New Jersey, United States
Banking and Investment Services
A government authority in Toms River seeks a qualified provider to manage banking and investment activities, including portfolio transactions, compliance monitoring, reconciliations, and monthly performance reporting.
- Deadline:
- August 27, 2026
- Budget:
- $3,350,000
- Issuer:
- County Of Ocean
- Location:
- Toms River, New Jersey, United States
Insurance Broker Services
A government authority in Las Cruces, New Mexico is soliciting insurance broker services for a one-year term. The work includes insurance placement, program review, market analysis, underwriting support, and competitive solicitation of insurer quotations.
- Deadline:
- August 27, 2026
- Issuer:
- Doña Ana County
- Location:
- Las Cruces, New Mexico, United States
Insurance Broker of Record Services
A government authority in Pomona, New York is procuring insurance broker of record services for a three-year term. Services include insurance placement, risk analysis, claims support, and program structuring to optimize coverage and cost.
- Deadline:
- August 27, 2026
- Issuer:
- County of Rockland Department of General Services Purchasing Division
- Location:
- Pomona, New York, United States
Municipal Financial Advisory Services
The City of St. Charles, Illinois seeks a financial advisory firm to provide municipal debt planning, issuance, and management services. The contract will run for five years and includes strategic public finance advisory support.
- Deadline:
- August 27, 2026
- Issuer:
- City of St. Charles
- Location:
- St. Charles, Illinois, United States
Individual Planning Funds Fiscal Agent Services
Maine is seeking a fiscal agent to administer Individual Planning Funds for children’s behavioral health services, including secure online request intake, eligibility review, tracking, notifications, and payment processing. The contract term is two years.
- Deadline:
- August 27, 2026
- Budget:
- $170,000
- Issuer:
- Department Of Health And Human Services
- Location:
- Maine, United States
Active Global Equity Managers Service
A Washington government authority is seeking an investment manager to actively manage global equity portfolios. The service should include portfolio management against a broad global benchmark such as the MSCI ACWI IMI.
- Deadline:
- August 28, 2026
- Issuer:
- Washington State Investment Board
- Location:
- Olympia, Washington, United States
Active Emerging Markets Equity Managers Service
A Washington government authority seeks an investment management firm to actively manage emerging markets equity portfolios. The portfolios will be evaluated against a broad benchmark such as the MSCI Emerging Markets IMI Index.
- Deadline:
- August 28, 2026
- Issuer:
- Washington State Investment Board
- Location:
- Olympia, Washington, United States
Banking Safekeeping Depository Account Services
A Missouri government authority seeks a banking provider to manage safekeeping depository accounts for company securities, including secure online reporting, weekly security valuation, monitoring, and searchable account information.
- Deadline:
- August 28, 2026
- Issuer:
- Missouri Office Of Administration, Division Of Purchasing
- Location:
- Jefferson City, Missouri, United States
General Banking Services
A Pittsburgh-area school district is seeking a banking services provider for general fund, student activity, and athletic accounts. The one-year engagement includes deposit handling and cash management services.
- Deadline:
- August 28, 2026
- Issuer:
- Woodland Hills School District
- Location:
- Pittsburgh, Pennsylvania, United States
Insurance Services
The government authority in Agency Village, South Dakota, seeks insurance services covering automobiles, commercial buildings, general liability, claims handling, and related administrative support. Proposals should include coverage recommendations, service procedures, timelines, training, and detailed pricing.
- Deadline:
- August 28, 2026
- Issuer:
- Sisseton Wahpeton Oyate Property & Supply Department
- Location:
- Agency Village, South Dakota, United States
Frequently asked questions
- How many Financial & Investment Services RFPs are open right now?
- There are currently 125 open Financial & Investment Services RFPs tracked by Settle RFP Hunter, 107 of which were posted in the last 30 days. This page is refreshed hourly.
- What budgets do Financial & Investment Services RFPs have?
- 27 of the open listings disclose a budget, with a median of about $10,000,000. Disclosed budgets range from $100,000 to $225,000,000.
- When is the next submission deadline for Financial & Investment Services RFPs?
- The soonest submission deadline among open Financial & Investment Services RFPs is August 25, 2026. Each listing page shows the full timeline, including question deadlines where published.