Data / Federal awards / NAICS 523999
NAICS 523999 Miscellaneous Financial Investment Activities: $12.4 million in federal contracts to 29 recipients (FY2024 to FY2027)
Updated October 6, 2026. Source: USAspending.gov.
Federal agencies obligated $12.4 million under NAICS 523999, Miscellaneous Financial Investment Activities, across 54 contract awards to 29 named recipients in fiscal years 2024 to 2027. The largest recipients are DAI GLOBAL LLC ($17.9 million), PIONEER CREDIT RECOVERY, INC ($4.3 million), TRANSWORLD SYSTEMS INC. ($3.0 million). Agency for International Development is the largest buyer with $17.9 million.
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- NAICS code
- 523999 Miscellaneous Financial Investment Activities
- Contract awards
- 54
- Obligated
- $12.4 million
- Named recipients
- 29
- Buying agencies
- 16
- Small business share of obligations
- 8%
- Full and open competition share
- 84%
- Set aside share
- 6%
- Latest action
- 2026-09-24
Incumbents: the largest recipients
Ranked by dollars obligated in fiscal years 2024 to 2027.
| Recipient | Business size | Awards | Obligated | Share |
|---|---|---|---|---|
| DAI GLOBAL LLC | Other Than Small Business | 2 | $17.9 million | 144.3% |
| PIONEER CREDIT RECOVERY, INC | Other Than Small Business | 1 | $4.3 million | 34.9% |
| TRANSWORLD SYSTEMS INC. | Other Than Small Business | 2 | $3 million | 23.9% |
| IT DATA CONSULTING LLC | Small Business | 1 | $1.9 million | 15.4% |
| INSTITUTIONAL INVESTOR NETWORK | Other Than Small Business | 1 | $902,750 | 7.3% |
| OTC MARKETS GROUP INC. | Other Than Small Business | 1 | $252,000 | 2.0% |
| BLOOMBERG FINANCE LP | Other Than Small Business | 3 | $249,659 | 2.0% |
| ICE DATA PRICING & REFERENCE DATA, LLC | Other Than Small Business | 1 | $199,714 | 1.6% |
| MORNINGSTAR INC | Other Than Small Business | 1 | $186,350 | 1.5% |
| CHRISTIAN PODLESKA & VANMUSSCHENBROEK LTD | Small Business | 2 | $176,742 | 1.4% |
| MISCELLANEOUS FOREIGN AWARDEES | Other Than Small Business | 6 | $136,590 | 1.1% |
| FACTSET RESEARCH SYSTEMS INC. | Other Than Small Business | 3 | $122,457 | 1.0% |
| EPFR, INC. | Small Business | 1 | $111,958 | 0.9% |
| S&P GLOBAL MARKET INTELLIGENCE LLC | Other Than Small Business | 2 | $94,964 | 0.8% |
| KIRKLAND MESSINA, INC. | Small Business | 1 | $68,000 | 0.5% |
| PEARL INVESTMENTS LLC | Small Business | 1 | $60,000 | 0.5% |
| BID4ASSETS, INC. | Small Business | 1 | $0 | 0.0% |
| FORENSIC ECONOMICS, INC. | Small Business | 1 | $0 | 0.0% |
| SAYRES AND ASSOCIATES LLC | Small Business | 1 | $0 | 0.0% |
| SIKICH CPA LLC | Other Than Small Business | 1 | $-93 | -0.0% |
| MSCI ESG RESEARCH LLC | Other Than Small Business | 1 | $-205 | -0.0% |
| FOREIGN AWARDEES (UNDISCLOSED) | Other Than Small Business | 1 | $-544 | -0.0% |
| WEST PUBLISHING CORPORATION | Other Than Small Business | 1 | $-5,442 | -0.0% |
| DEPARTMENT OF HEALTH WYOMING | Other Than Small Business | 1 | $-7,187 | -0.1% |
| BLOOMBERG LP | Small Business | 1 | $-10,399 | -0.1% |
| DISTRICT OF COLUMBIA, GOVERNMENT OF | Other Than Small Business | 1 | $-18,960 | -0.2% |
| FEDERAL PRACTICE GROUP LLC | Small Business | 1 | $-52,224 | -0.4% |
| V&V CONSULTING GROUP LLC | Small Business | 3 | $-112,472 | -0.9% |
| DELOITTE CONSULTING LLP | Other Than Small Business | 2 | $-17,142,918 | -137.9% |
Agencies buying under this code
| Agency | Awards | Obligated | Largest recipient |
|---|---|---|---|
| Agency for International Development | 5 | $17.9 million | DAI GLOBAL LLC |
| Department of the Treasury | 4 | $7.6 million | PIONEER CREDIT RECOVERY, INC |
| Export-Import Bank of the United States | 2 | $902,366 | INSTITUTIONAL INVESTOR NETWORK |
| Department of Labor | 4 | $401,935 | MORNINGSTAR INC |
| Department of the Interior | 3 | $272,090 | CHRISTIAN PODLESKA & VANMUSSCHENBROEK LTD |
| Commodity Futures Trading Commission | 2 | $249,966 | BLOOMBERG FINANCE LP |
| Pension Benefit Guaranty Corporation | 1 | $199,714 | ICE DATA PRICING & REFERENCE DATA, LLC |
| Department of State | 6 | $136,590 | MISCELLANEOUS FOREIGN AWARDEES |
| Department of Education | 3 | $122,457 | FACTSET RESEARCH SYSTEMS INC. |
| Department of Justice | 2 | $60,000 | PEARL INVESTMENTS LLC |
| Securities and Exchange Commission | 8 | $51,474 | OTC MARKETS GROUP INC. |
| Department of Transportation | 1 | $0 | SAYRES AND ASSOCIATES LLC |
| Department of Energy | 1 | $-307 | BLOOMBERG FINANCE LP |
| Federal Labor Relations Authority | 7 | $-40,718 | WEST PUBLISHING CORPORATION |
| Department of Health and Human Services | 2 | $-229,809 | DEPARTMENT OF HEALTH WYOMING |
| Department of Housing and Urban Development | 3 | $-15,275,400 | IT DATA CONSULTING LLC |
Obligations by fiscal year
| Fiscal year | Obligated |
|---|---|
| FY2024 | $2.1 million |
| FY2025 | $8.3 million |
| FY2026 | $2 million |
Products and services bought
| Code | Product or service | Awards | Obligated |
|---|---|---|---|
| R499 | Support- Professional: Other | 3 | $18 million |
| R705 | Support- Management: Debt Collection | 3 | $7.3 million |
| R411 | Support- Professional: Real Property Appraisals | 1 | $1.9 million |
| R410 | Support- Professional: Program Evaluation/review/development | 1 | $902,750 |
| 7630 | Newspapers and Periodicals | 4 | $384,048 |
| B547 | Special Studies/analysis- Accounting/financial Management | 2 | $270,296 |
| 7H20 | IT and Telecom - Platform Products: Database, Mainframe, Middleware (hw, Perpetual License Software) | 1 | $252,000 |
| D317 | IT and Telecom- Web-Based Subscription | 4 | $239,362 |
| DA10 | IT and Telecom - Business Application/application Development Software As A Service | 1 | $186,350 |
| X1GZ | Lease/rental of Other Warehouse Buildings | 1 | $60,000 |
Largest contract awards
| Award ID | Recipient | Agency | Type | NAICS | What it buys | Obligated in window | Award value | Starts | Ends | Place of performance | Source |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 72067423C00001 | DAI GLOBAL LLC | Agency for International Development | Definitive Contract | 523999 | USAID SOUTHERN AFRICA MOBILIZING INVESTMENT ACTIVITY | $10,683,482 | $33,812,067 | January 3, 2023 | January 2, 2028 | South Africa | usaspending.gov |
| 72051422D00003 | DAI GLOBAL LLC | Agency for International Development | IDC | 523999 | THE PURPOSE OF THE EF ACTIVITY IS TO ACQUIRE AND DIRECT AGENCY-SPECIFIED SERVICES TO IMPROVE THE SUPPLY AND DEMAND OF FORMAL FINANCIAL SERVI | $7,263,000 | $28,247,575 | October 17, 2022 | usaspending.gov | ||
| 2033H618F00104 | PIONEER CREDIT RECOVERY, INC | Department of the Treasury | Delivery Order | 523999 | PRIVATE COLLECTION AGENCY (PCA) SERVICES [MULTIPLE AWARD 5 OF 6] | $4,345,878 | $36,652,200 | January 26, 2018 | August 17, 2024 | Arcade, NY | usaspending.gov |
| 2033H618F00103 | TRANSWORLD SYSTEMS INC. | Department of the Treasury | Delivery Order | 523999 | PRIVATE COLLECTION AGENCY (PCA) SERVICES [MULTIPLE AWARD 4 OF 6] | $3,188,985 | $24,132,891 | January 26, 2018 | August 17, 2024 | Fort Washington, PA | usaspending.gov |
| 86615725C00002 | IT DATA CONSULTING LLC | Department of Housing and Urban Development | Definitive Contract | 523999 | MODEL VALIDATION FOR RMCAP AND CCAP ANNUAL VALIDALIONS OF FINANCIAL/ACTUARIAL MODELS | $1,911,781 | $1,911,781 | April 8, 2025 | April 7, 2027 | Reston, VA | usaspending.gov |
| 83310126P1BDE | INSTITUTIONAL INVESTOR NETWORK | Export-Import Bank of the United States | Purchase Order | 523999 | EXPORT BUSINESS DEVELOPMENT EVENTS (EXPORT BDE) GLOBAL | $902,750 | $902,750 | September 30, 2026 | September 29, 2027 | Derwood, MD | usaspending.gov |
| 9523ZY20C0016 | BLOOMBERG FINANCE LP | Commodity Futures Trading Commission | Definitive Contract | 523999 | BLOOMBERG TERMINALS, BLOOMBERG ANYWHERE, BVAL DATA, AND BLOOMBERG DISASTER RECOVERY | $268,451 | $3,220,378 | July 1, 2020 | June 30, 2025 | Washington, DC | usaspending.gov |
| 50310224P0030 | OTC MARKETS GROUP INC. | Securities and Exchange Commission | Purchase Order | 523999 | ACCESS TO OTC MARKET DATA | $252,000 | $252,000 | July 1, 2024 | June 30, 2027 | Washington, DC | usaspending.gov |
| 16PBGC24C0042 | ICE DATA PRICING & REFERENCE DATA, LLC | Pension Benefit Guaranty Corporation | Definitive Contract | 523999 | 360 VIEW LICENSES. | $199,714 | $199,714 | April 15, 2024 | April 14, 2027 | Washington, DC | usaspending.gov |
| 1605C126P00020 | MORNINGSTAR INC | Department of Labor | Purchase Order | 523999 | MORNINGSTAR FINANCIAL DATA SUBSCRIPTION FOR ONE (1) 12-MONTH BASE YEAR: NINE (9) MORNINGSTAR DIRECT LICENSES FIVE (5) MORNINGSTAR ADVISORY S | $186,350 | $186,350 | September 27, 2026 | September 26, 2027 | Chicago, IL | usaspending.gov |
| 140G0126P0336 | CHRISTIAN PODLESKA & VANMUSSCHENBROEK LTD | Department of the Interior | Purchase Order | 523999 | CPM-NEW | $121,590 | $121,590 | September 21, 2026 | September 17, 2027 | Brooklyn, NY | usaspending.gov |
| 20341523P00006 | EPFR, INC. | Department of the Treasury | Purchase Order | 523999 | EPFR/IMONEYNET DATA SUBSCRIPTIONS | $111,958 | $218,585 | September 30, 2023 | September 29, 2025 | Boston, MA | usaspending.gov |
| 140G0122P0204 | S&P GLOBAL MARKET INTELLIGENCE LLC | Department of the Interior | Purchase Order | 523999 | NEW AWARD STARING IN 2022 WITH BASE PLUS THREE OPTION YEARS POP 07/23/2022-07/22/2026 (TOTAL 4 YEARS) | $95,348 | $190,696 | August 15, 2022 | July 22, 2026 | Herndon, VA | usaspending.gov |
| 19GE2124P0817 | MISCELLANEOUS FOREIGN AWARDEES | Department of State | Purchase Order | 523999 | ACTUARIAL SERVICES / STUDIES RETIREMENT BENEFIT PLAN | $70,581 | $70,581 | July 9, 2024 | August 1, 2024 | Germany | usaspending.gov |
| 1605C125P00032 | KIRKLAND MESSINA, INC. | Department of Labor | Purchase Order | 523999 | EXPERT WITNESS WESTERN GLOBAL AIRLINES, INC. | $68,000 | $166,350 | September 22, 2025 | September 21, 2027 | Washington, DC | usaspending.gov |
| 91003125C0021 | FACTSET RESEARCH SYSTEMS INC. | Department of Education | Definitive Contract | 523999 | REQUIREMENT NAME: FINANCIAL ANALYSIS TOOL SUBSCRIPTION SERVICES | $64,581 | $64,581 | September 4, 2025 | September 30, 2026 | Washington, DC | usaspending.gov |
| 15UASH24P00000241 | PEARL INVESTMENTS LLC | Department of Justice | Purchase Order | 523999 | RENTAL OF WAREHOUSE SPACE | $60,000 | $60,000 | December 28, 2023 | April 27, 2024 | West Hamlin, WV | usaspending.gov |
| 140G0125P0220 | CHRISTIAN PODLESKA & VANMUSSCHENBROEK LTD | Department of the Interior | Purchase Order | 523999 | PRECIOUS METALS MONTHLY YEARBOOK SUBSCRIPTION & REPORTS | $55,152 | $55,152 | September 17, 2025 | September 16, 2026 | Brooklyn, NY | usaspending.gov |
| 91003124P0005 | FACTSET RESEARCH SYSTEMS INC. | Department of Education | Purchase Order | 523999 | FINANCIAL TOOL ANALYSIS SUBSCRIPTION | $43,407 | $47,407 | June 10, 2024 | March 9, 2025 | Washington, DC | usaspending.gov |
| 19TS8024P1414 | MISCELLANEOUS FOREIGN AWARDEES | Department of State | Purchase Order | 523999 | INL POL STUDY AND REPAIR OF DRAINAGE SYSTEM AT ENFIDHA ACADEMY | $29,131 | $29,131 | July 1, 2024 | August 1, 2024 | Tunisia | usaspending.gov |
| 19DR8625P1809 | MISCELLANEOUS FOREIGN AWARDEES | Department of State | Purchase Order | 523999 | EMB/CMR/DCMR: SWIMMING POOL MAINTENANCE SERVICES 2025-2026 | $24,416 | $24,416 | August 6, 2025 | August 14, 2025 | Dominican Republic | usaspending.gov |
| 91003120P0003 | FACTSET RESEARCH SYSTEMS INC. | Department of Education | Purchase Order | 523999 | THIS PURCHASE ORDER IS FOR A WEB-BASED SUBSCRIPTION SERVICE, THAT INCLUDES S WHEN ANY MAJOR PUBLIC ANNOUNCEMENT IS MADE REGARDING THE FOR PR | $14,469 | $225,717 | March 10, 2020 | March 9, 2024 | Norwalk, CT | usaspending.gov |
| 19SZ3525P0771 | MISCELLANEOUS FOREIGN AWARDEES | Department of State | Purchase Order | 523999 | TRAINING - DATA SCIENCE AI, AND ML | $12,462 | $12,462 | August 27, 2025 | September 21, 2025 | Switzerland | usaspending.gov |
| 2023H222P00375 | FORENSIC ECONOMICS, INC. | Department of the Treasury | Purchase Order | 523999 | EXPERT WINTESS TORCHIO | $0 | $112,545 | June 24, 2022 | June 23, 2027 | Saint Louis, MO | usaspending.gov |
| DTOS5904C00419 | SAYRES AND ASSOCIATES LLC | Department of Transportation | Definitive Contract | 523999 | ADMINISTRATIVE SERVICES | $0 | $1,548,270 | September 2, 2004 | January 31, 2007 | Washington, DC | usaspending.gov |
Public U.S. federal spending data (U.S. Department of the Treasury). Obligations are the contract actions dated in fiscal years 2024 to 2027 of the USAspending.gov award archive of 2026-10-06; a contract's total value is its current value as USAspending reports it, including earlier years. Recipients are matched on their SAM.gov UEI, never on the name, and are shown as the government prints them. Sole proprietorships and opted-out entities count in the totals and are not named. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.