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
- 78
- Posted in last 30 days
- 53
- Median disclosed budget
- $229,395
- Next deadline
- October 26, 2026
Updated hourly from the Settle RFP Hunter database.
Most active issuers
- Gloucester County Improvement Authority (3)
- Essex County Improvement Authority (3)
- City Of Linden (3)
- Finance Authority Of New Orleans (2)
- Cumberland County Improvement Authority (2)
Closing soonest
Browse all Financial, Legal, HR & Staffing RFPs →Depository Banking Services
A government authority in Nueces County, Texas, seeks a banking provider for comprehensive depository, cash management, payment processing, fraud prevention, and safekeeping services. Questions are due October 19, 2026, with proposals due October 26, 2026.
- Deadline:
- October 26, 2026
- Issuer:
- Port Of Corpus Christi Authority
- Location:
- Corpus Christi, Texas, United States; Texas, United States
Insurance Broker Agent of Record Service
A Beaverton, Oregon government authority seeks an insurance broker agent of record to provide risk analysis, claims support, safety and loss-control assistance, insurance administration, and brokerage services. The engagement includes developing renewal strategies and preparing materials for commercial insurance placement or self-retention evaluation.
- Deadline:
- October 26, 2026
- Issuer:
- Beaverton School District 48j
- Location:
- Beaverton, Oregon, United States
Underwriting Services for Airport and Toll Road Revenue Bonds
A Washington, DC government authority seeks an investment banking firm to underwrite airport system and toll road revenue bond issuances. The engagement includes financing strategy, bond structuring, syndicate management, pricing, investor marketing, distribution, and credit advisory services.
- Deadline:
- October 26, 2026
- Issuer:
- Metropolitan Washington Airports Authority
- Location:
- Virginia, United States
Financial Model Validation Services
A government authority requires a qualified vendor to validate a complex financial model supporting a mixed-use development pipeline. The engagement includes model integrity testing, formula auditing, risk assessment, and a comprehensive validation report under a one-year contract.
- Deadline:
- October 26, 2026
- Issuer:
- Toronto Community Housing Corporation
- Location:
- Toronto, Ontario, Canada
Property and Casualty Claims Service Provider
A government authority seeks a qualified provider to manage property and casualty claims for participating municipalities and self-insured governmental entities. Services include claims investigation, settlement, records management, reserve administration, reporting, fraud prevention, and insurance consultation.
- Deadline:
- October 27, 2026
- Budget:
- $150,000 – $300,000 (est.)
- Issuer:
- Morris County Municipal Joint Insurance Fund
- Location:
- Parsippany, New Jersey, United States
Depository Banking Services
A government authority is seeking a banking institution to provide depository, ACH processing, electronic lockbox, and wholesale lockbox services for its loan program.
- Deadline:
- October 27, 2026
- Budget:
- $500,000 – $1,500,000 (est.)
- Issuer:
- New Jersey Higher Education Student Assistance Authority
- Location:
- Trenton, New Jersey, United States
Insurance Brokerage Services
A Fairfield, New Jersey government authority seeks an insurance broker to manage coverage reviews, market placement, reinsurance analysis, reporting, claims assistance, and ongoing risk management advice.
- Deadline:
- October 27, 2026
- Issuer:
- Essex County Improvement Authority
- Location:
- Fairfield, New Jersey, United States
Commercial Insurance Broker and Risk Management Services
A Pennsylvania government authority seeks a qualified commercial insurance broker to manage diverse insurance programs, risk advisory services, and coverage for major capital construction projects. The engagement includes brokerage support across liability, property, specialty, cyber, bond, and builders risk insurance lines.
- Deadline:
- October 27, 2026
- Issuer:
- County Of Montgomery
- Location:
- Pennsylvania, United States
Underwriters Service
A Fairfield, New Jersey government authority seeks an underwriter for future bond issues and related debt transactions. Proposers must have strong underwriting capacity and the ability to distribute municipal obligations statewide and nationally.
- Deadline:
- October 27, 2026
- Issuer:
- Essex County Improvement Authority
- Location:
- Fairfield, New Jersey, United States
Retirement Plan Financial Advisory Services
A Tallahassee government authority is seeking a financial advisory firm to support retirement plan investments, reporting, fiduciary responsibilities, and participant guidance under a three-year contract.
- Deadline:
- October 27, 2026
- Issuer:
- Citizens Property Insurance Corporation
- Location:
- Tallahassee, Florida, United States
Investment Advisor Services
A Texas government authority seeks an investment advisor to manage and monitor portfolios supporting operations, capital projects, debt service, reserves, and other financial obligations. Services include investment recommendations, cash-flow forecasting, compliance review, and performance reporting.
- Deadline:
- October 28, 2026
- Issuer:
- North Harris County Regional Water Authority
- Location:
- Texas, United States
Financial Advisor Services
A Douglasville, Georgia government authority seeks a Municipal Advisor and Financial Advisor for a one-year engagement. The selected firm will support financial planning, debt and credit management, capital financing, policy development, and related financial initiatives.
- Deadline:
- October 28, 2026
- Issuer:
- Douglas County Board Of Commissioners
- Location:
- Douglasville, Georgia, United States
Professional Insurance Broker of Record Service
A government authority in Millville, New Jersey, is seeking a professional insurance broker of record. The notice also references related environmental engineering services involving air permits, regulatory compliance, and landfill gas.
- Deadline:
- October 29, 2026
- Budget:
- $25,000 – $75,000 (est.)
- Issuer:
- Cumberland County Improvement Authority
- Location:
- Millville, New Jersey, United States
Professional Financial Consulting and Engineering Services
A Millville, New Jersey government authority is seeking professional financial consulting and engineering services involving air permitting, NSPS compliance, monitoring, reporting, and landfill gas.
- Deadline:
- October 29, 2026
- Budget:
- $50,000 – $150,000 (est.)
- Issuer:
- Cumberland County Improvement Authority
- Location:
- Millville, New Jersey, United States
Investment Consultant Services
A government authority in North Attleboro, Massachusetts is seeking investment consultant services. Detailed solicitation materials are not available in the provided information.
- Deadline:
- October 29, 2026
- Budget:
- $50,000 – $150,000 (est.)
- Issuer:
- North Attleboro Retirement Board
- Location:
- North Attleboro, Massachusetts, United States
Deferred Compensation Plan Investment Consultant Services
A Memphis government authority seeks a consultant for investment administration, oversight, compliance, participant education, and performance reporting for its Section 457(b) deferred compensation plan. The anticipated contract term is two years.
- Deadline:
- October 29, 2026
- Issuer:
- Shelby County Government
- Location:
- Memphis, Tennessee, United States
Retirement Consultant Services
An Olympia, Washington government authority seeks an independent retirement plan consultant to provide fiduciary support, investment oversight, regulatory guidance, benchmarking, and participant retirement-readiness assistance.
- Deadline:
- October 29, 2026
- Issuer:
- Washington State Board For Community And Technical Colleges
- Location:
- Olympia, Washington, United States
Retirement Plan Administration and Recordkeeping Services
A government authority in Yakima seeks a qualified provider to administer and maintain records for two 457(b) deferred compensation plans. The scope includes participant education, investment-related services, integrated reporting, online capabilities, administrative support, and pricing or plan-consolidation analysis.
- Deadline:
- October 29, 2026
- Issuer:
- Yakima County
- Location:
- Yakima, Washington, United States
Retirement Plan Administration and Record-Keeping Services
A government authority in Yakima, Washington, is seeking retirement plan administration and record-keeping services. The main RFP document is not included in the available information.
- Deadline:
- October 29, 2026
- Issuer:
- Yakima County
- Location:
- Yakima, Washington, United States
Redevelopment Area Financial Analyst Services
A government authority in Garwood, New Jersey seeks a provider for redevelopment area financial analyst services under a one-year contract.
- Deadline:
- October 30, 2026
- Issuer:
- Borough Of Garwood
- Location:
- Garwood, New Jersey, United States
Endowment, Non-Endowment Fund and Donation Management Services
A government authority in Regina seeks a provider to manage endowment and non-endowment funds, donations, investments, reporting, donor stewardship, and engagement under a ten-year contract.
- Deadline:
- October 30, 2026
- Issuer:
- Regina School Division No. 4
- Location:
- Regina, Saskatchewan, Canada
General Lines Insurance Agent Services
Escambia County seeks a general lines insurance agent to manage insurance procurement, property valuations, claims support, renewals, risk analytics, inspections, and public-sector risk management advisory services.
- Deadline:
- October 30, 2026
- Issuer:
- Escambia County
- Location:
- Pensacola, Florida, United States
Insurance Agent of Record Service
Sartell, Minnesota is seeking an insurance broker to act as agent of record for its property, automobile, and liability insurance policies. Services will include renewals, claims management, coverage advice, risk assessment, and loss control.
- Deadline:
- October 30, 2026
- Issuer:
- City Of Sartell
- Location:
- Sartell, Minnesota, United States
Banking Services
A government authority in Thomasville, Georgia, seeks a financial institution for a one-year banking services contract. Requirements include customer service, online and mobile banking, treasury management, positive pay, secure electronic transactions, and 24/7 system availability.
- Deadline:
- October 30, 2026
- Issuer:
- City of Thomasville
- Location:
- Thomasville, Georgia, United States
Frequently asked questions
- How many Financial & Investment Services RFPs are open right now?
- There are currently 78 open Financial & Investment Services RFPs tracked by Settle RFP Hunter, 53 of which were posted in the last 30 days. This page is refreshed hourly.
- What budgets do Financial & Investment Services RFPs have?
- 26 of the open listings disclose a budget, with a median of about $229,395. Disclosed budgets range from $10,000 to $35,000,000.
- When is the next submission deadline for Financial & Investment Services RFPs?
- The soonest submission deadline among open Financial & Investment Services RFPs is October 26, 2026. Each listing page shows the full timeline, including question deadlines where published.