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
- 128
- Posted in last 30 days
- 118
- Median disclosed budget
- $6,000,000
- Next deadline
- June 25, 2026
Updated hourly from the Settle RFP Hunter database.
Most active issuers
- Metropolitan Washington Airports Authority (3)
- Falmouth Retirement Board (3)
- City Of Minneapolis (2)
- City Of Framingham (2)
- Brazosport College (2)
Closing soonest
Browse all Financial, Legal, HR & Staffing RFPs →Lockbox Banking Services
The City of Framingham seeks a provider for lockbox banking services, including payment collection, processing, and secure transportation between the city offices and a lockbox processing center.
- Deadline:
- June 25, 2026
- Issuer:
- City Of Framingham
- Location:
- Framingham, Massachusetts, United States
Excess Workers Compensation Insurance Program Service
Seeking a provider for excess workers compensation insurance program services in South Carolina, including policy placement, servicing, and risk management administration.
- Deadline:
- June 25, 2026
- Issuer:
- The School District Of Greenville County
- Location:
- Taylors, South Carolina, United States
Police Retirement Plan Provider Services
The City of Loveland, Colorado, is seeking providers for police retirement plan services, including administration, recordkeeping, participant outreach, and broad investment options.
- Deadline:
- June 25, 2026
- Issuer:
- City Of Loveland
- Location:
- Loveland, Colorado, United States
Underwriter Services
The City of Chula Vista is seeking an underwriter to provide comprehensive advisory, documentation, marketing, and closing services for municipal financing over a one-year period.
- Deadline:
- June 25, 2026
- Issuer:
- City Of Chula Vista
- Location:
- Chula Vista, California, United States
Lockbox Banking Services
The City of Framingham seeks lockbox banking services to support its government financial operations. This posting is for information only, with the main RFP document not currently available.
- Deadline:
- June 25, 2026
- Issuer:
- City Of Framingham
- Location:
- Framingham, Massachusetts, United States
Bond Underwriting Services
Los Angeles seeks a qualified firm to provide comprehensive bond underwriting services, covering pre-issuance analysis, bond sale execution, and post-issuance support.
- Deadline:
- June 25, 2026
- Issuer:
- Los Angeles Community College District
- Location:
- Los Angeles, California, United States
Student Stipends Fiscal Agent Service
Providence seeks a fiscal agent service to manage and disburse student stipends, including orientation sessions and alternative compensation options for ineligible students.
- Deadline:
- June 25, 2026
- Issuer:
- Providence Public School District
- Location:
- Providence, Rhode Island, United States
Municipal Advisory Services
A three-year contract opportunity in Tamuning, Guam for firms to provide municipal advisory services including debt and asset management, policy development, and ongoing financial analysis.
- Deadline:
- June 26, 2026
- Issuer:
- Guam Economic Development Authority
- Location:
- Tamuning, Guam
Municipal Financing Services
Balsam Lake, Wisconsin seeks vendors to provide municipal financing services, including detailed information on rates, terms, and associated conditions.
- Deadline:
- June 26, 2026
- Budget:
- $2,250,000
- Issuer:
- Polk County Administration
- Location:
- Balsam Lake, Wisconsin, United States
Financial Consulting Services
The City of Anaheim is seeking a vendor to provide financial consulting, research, and advisory services for affordable housing and community development projects, including support for real estate analysis and bond financing.
- Deadline:
- June 26, 2026
- Issuer:
- City Of Anaheim Housing Authority
- Location:
- Anaheim, California, United States
Investment Management for Real Estate Mandate
Seeking investment management firms to oversee a $50 million real estate mandate for a government pension fund in Boston, focusing on real estate debt and opportunistic funds.
- Deadline:
- June 26, 2026
- Budget:
- $50,000,000
- Issuer:
- Boston Retirement System
- Location:
- Boston, Massachusetts, United States
Investment Management Services
Seeking providers of investment management services for government funds in California, with requirements for detailed firm information, compliance, and portfolio management expertise.
- Deadline:
- June 26, 2026
- Issuer:
- Friant Water Authority
- Location:
- California, United States
Fiscal Agent Services for Multifamily Housing Revenue Bonds
A one-year contract opportunity in Bridgeport, Connecticut for fiscal agent services to manage multifamily housing revenue bonds, including fund administration, payment processing, and record keeping.
- Deadline:
- June 26, 2026
- Issuer:
- The Housing Authority Of The City Of Bridgeport Dba Park City Communities
- Location:
- Bridgeport, Connecticut, United States
Revolving Direct Funded Loan and Line of Credit Services
The government seeks vendors to provide revolving loans and lines of credit for corridor capital projects and contract closeouts in Washington, DC.
- Deadline:
- June 26, 2026
- Budget:
- $90,000,000
- Issuer:
- Metropolitan Washington Airports Authority
- Location:
- Dulles, Virginia, United States
Commercial Paper and Direct Revolving Loan Facilities Service
Solicitation for financial institutions to provide up to $700 million in commercial paper and direct revolving loan facilities to support aviation enterprise construction financing in Washington, DC.
- Deadline:
- June 26, 2026
- Budget:
- $700,000,000
- Issuer:
- Metropolitan Washington Airports Authority
- Location:
- United States
Revolving Direct Funded Loan and Line of Credit Service
Washington, DC seeks providers for a $90 million revolving loan and line of credit to support the airports authority capital improvement program.
- Deadline:
- June 26, 2026
- Budget:
- $90,000,000
- Issuer:
- Metropolitan Washington Airports Authority
- Location:
- Virginia, United States
Investment Advisory Services for 457 Retirement Plans
Port Charlotte, FL seeks a financial advisory firm to provide investment consulting, monitoring, and reporting services for its 457(b) retirement plan under a one-year contract.
- Deadline:
- June 29, 2026
- Issuer:
- Charlotte County Board Of County Commissioners
- Location:
- Port Charlotte, Florida, United States
Insurance Collection Services
The New York government authority requires on-demand insurance collection services to manage and recover outstanding insurance payments.
- Deadline:
- June 29, 2026
- Budget:
- $50,000 – $125,000
- Issuer:
- State University Of New York (Suny)
- Location:
- Syracuse, New York, United States
Municipal Advisor Services for Water Debt Refunding
South Pasadena, CA seeks municipal advisor services for its water debt refunding, including market assessment, transaction structuring, team coordination, and ongoing market advice.
- Deadline:
- June 29, 2026
- Issuer:
- City Of South Pasadena
- Location:
- South Pasadena, California, United States
Municipal Advisory Services
Seeking a firm to deliver municipal financial planning and advisory services for the City of Maplewood, Missouri, with a focus on pre-election analysis and coordination with bond counsel.
- Deadline:
- June 29, 2026
- Issuer:
- City Of Maplewood
- Location:
- Maplewood, Missouri, United States
Small Cap Equity Services
A Massachusetts government agency seeks a manager for up to $40 million in U.S. small cap growth equities for their defined benefit plan.
- Deadline:
- June 30, 2026
- Budget:
- $40,000,000
- Issuer:
- Norfolk County Retirement Board
- Location:
- Massachusetts, United States
Financial Advisor Service
Seeking an independent financial advisor to assist with debt management, issuance, and related advisory services for a government agency in Lyndhurst, New Jersey in 2026.
- Deadline:
- June 30, 2026
- Issuer:
- Township Of Lyndhurst
- Location:
- Lyndhurst, New Jersey, United States
Banking and Depository Services
The authority in Washington, Pennsylvania requires banking and depository services focused on high interest rates, superior service, and low fees.
- Deadline:
- June 30, 2026
- Issuer:
- North Franklin Township
- Location:
- Washington, Pennsylvania, United States
Bank Depository Services
The government authority in Texas City seeks a provider for bank depository services, including digital banking, payroll processing, fraud prevention, and account analysis for its operations and employees.
- Deadline:
- June 30, 2026
- Issuer:
- College Of The Mainland
- Location:
- Texas City, Texas, United States
Frequently asked questions
- How many Financial & Investment Services RFPs are open right now?
- There are currently 128 open Financial & Investment Services RFPs tracked by Settle RFP Hunter, 118 of which were posted in the last 30 days. This page is refreshed hourly.
- What budgets do Financial & Investment Services RFPs have?
- 35 of the open listings disclose a budget, with a median of about $6,000,000. Disclosed budgets range from $50,000 to $1,500,000,000.
- When is the next submission deadline for Financial & Investment Services RFPs?
- The soonest submission deadline among open Financial & Investment Services RFPs is June 25, 2026. Each listing page shows the full timeline, including question deadlines where published.