NAICS Code 52399: All Other Financial Investment Activities
NAICS industry
Definition
This industry comprises establishments primarily engaged in acting as agents or brokers (except securities brokerages and commodity contracts brokerages) in buying and selling financial contracts and those providing financial investment services (except securities and commodity exchanges, portfolio management, and investment advice).
Government contracts for this service: PSC R499 Other Professional Services and PSC R703 Accounting Services (NOTE: New code created for Financial Services See R710 below)
Code facts
- Part of
-
-
52
-
523
- 5239
-
523
-
52
- Codes under it
- 2
- Contract awards
- 5 In the last 12 months
- Contract obligations
- $9,042,869 In FY2025
NAICS codes and definitions come from the U.S. Census Bureau, size standards from the SBA and contract spending from SAM.gov/FPDS.
Contract obligations by fiscal year
| Fiscal year | Obligated |
|---|---|
| FY2027 To date | $0 |
| FY2026 | $10,734,559 |
| FY2025 | $9,042,869 |
| FY2024 | $14,131,059 |
| FY2023 | $6,068,583 |
Top contractors by obligations
| Rank | Contractor | Obligated, FY2026–FY2027 | Share |
|---|---|---|---|
| 1 | Innovest Systems, LLC | $5,000,000 | |
| 2 | State Street Corporation | $3,999,014 | |
| 3 | Spectrum International, Incorporated | $1,164,212 | |
| 4 | It Data Consulting LLC | $938,422 | |
| 5 | Institutional Investor Network | $902,750 | |
| 6 | Morningstar Inc. | $186,350 | |
| 7 | Dirks Martin | $147,585 | |
| 8 | Christian Podleska & Vanmusschenbroek LTD | $121,590 | |
| 9 | OTC Markets Group Inc. | $84,000 | |
| 10 | Ice Data Pricing & Reference Data, LLC | $73,014 |
Top funding agencies by obligations
| Rank | Agency | Obligated, FY2026–FY2027 | Share |
|---|---|---|---|
| 1 | Department of the Interior | $5,121,590 | |
| 2 | Pension Benefit Guaranty Corporation | $3,724,017 | |
| 3 | Department of Housing and Urban Development | $938,422 | |
| 4 | Export Import Bank of the US | $902,750 | |
| 5 | Department of Labor | $343,935 | |
| 6 | International Development Finance Corporation | $50,000 | |
| 7 | Department of Veterans Affairs | $33,897 | |
| 8 | Department of State | $23,800 |
Top PSC codes by obligations
| Rank | PSC code | Obligated, FY2026–FY2027 | Share |
|---|---|---|---|
| 1 | R499 Other Professional Services | $5,000,000 | |
| 2 | R703 Accounting Services (NOTE: New code created for Financial Services See R710 below) | $3,999,014 | |
| 3 | R418 Legal Services | $1,164,212 | |
| 4 | R411 Real Property Appraisals Services (SIC 6531) | $938,422 | |
| 5 |
R410 Support – Professional: Program Evaluation/ |
$902,750 | |
| 6 |
DA10 IT and Telecom – Business Application/ |
$186,350 | |
| 7 | 7630 Newspapers and Periodicals | $121,590 | |
| 8 |
B547 Accounting/ |
$96,814 | |
| 9 | 7H20 IT and Telecom – Platform Products: Database, Mainframe, Middleware (HW, Perpetual License Software) | $84,000 |
Contract obligations by state
| Rank | Place of performance | Obligated, last 12 months | Share |
|---|---|---|---|
| 1 | District of Columbia | $5,356,534 | |
| 2 | New York | $3,375,804 | |
| 3 | Virginia | $938,422 | |
| 4 | Maryland | $680,128 | |
| 5 | Illinois | $186,350 | |
| 6 | California | $147,585 | |
| 7 | Connecticut | $33,963 |
Shares are of everything obligated under NAICS 52399 in the last 12 months before deobligations, including work performed abroad or with no place of performance on record.
Contract opportunities
Show 40 more
Latest 50 of 199 listed here. See the rest on GovTribe.
Codes under 52399
| NAICS code | Size standard |
|---|---|
| 523991 Trust, Fiduciary, and Custody Activities | $47 million in average annual receipts |
| 523999 Miscellaneous Financial Investment Activities | $47 million in average annual receipts |
Quick answers
What is NAICS 52399?
NAICS 52399 is All Other Financial Investment Activities, a NAICS industry in NAICS 52, Finance and Insurance.
What codes are under NAICS 52399?
NAICS 52399 has 2 codes under it with their own GovTribe pages: 523991 Trust, Fiduciary, and Custody Activities and 523999 Miscellaneous Financial Investment Activities.
How much do federal agencies spend under NAICS 52399?
Federal contracts under NAICS 52399 obligated $9,042,869 in fiscal year 2025 and $39,977,069 in fiscal years 2023 through 2027.
Who are the largest contractors under NAICS 52399?
The contractors with the most obligated under NAICS 52399 in fiscal years 2026 and 2027 are Innovest Systems, LLC ($5,000,000); State Street Corporation ($3,999,014); and Spectrum International, Incorporated ($1,164,212).
Which agencies buy the most under NAICS 52399?
The agencies that obligated the most under NAICS 52399 in fiscal years 2026 and 2027 are Department of the Interior ($5,121,590), Pension Benefit Guaranty Corporation ($3,724,017) and Department of Housing and Urban Development ($938,422).
Which PSC codes are used with NAICS 52399?
The PSC codes with the most obligated under NAICS 52399 in fiscal years 2026 and 2027 are R499 Other Professional Services, R703 Accounting Services (NOTE: New code created for Financial Services See R710 below) and R418 Legal Services.
Where is the work under NAICS 52399 performed?
By place of performance, the states with the most contract obligations under NAICS 52399 over the last 12 months are the District of Columbia ($5,356,534), New York ($3,375,804) and Virginia ($938,422).
What is the latest contract opportunity under NAICS 52399?
The latest contract opportunity under NAICS 52399 is Intent to Award, pre-solicitation from Office of Acquisitions and Grants (USGS), posted August 11, 2026.
On GovTribe
See everything under NAICS 52399
- Federal contract opportunities, awards and IDVs under this code
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