Investment Account government contracts in California
CaliforniaInvestment Account- Latest contract
- Jul 28, 2025
- 15 months ago
- Contracts
- 9
- in California
- Vendors
- 9
- Disclosed value
- $6.0M
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THE 30-SECOND BRIEF
Cathay Wealth holds the most investment account contracts (1), followed by Charles Schwab and E&e Financial.
City of Bishop is the most active California buyer, with 1 contract, followed by OCASA College Prep District and La Habra Heights County Water District.
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Questions about California investment account contracts
How many Investment Account government contracts are there in California?
Civic IQ tracks 9 investment account government contracts across 9 agencies in California representing $6.0M in total contract value. These contracts span 9 vendors and cover service agreements, technology implementations, infrastructure projects, and procurement awards. Contract details including amounts, terms, and renewal dates are updated as new data becomes available.
Which vendors have investment account contracts in California?
The leading vendors with investment account government contracts in California include: Cathay Wealth (1 contracts); Charles Schwab (1 contracts); E&e Financial (1 contracts); Farmers & Merchants Bank (1 contracts); Hanmi Bank (1 contracts). Tracking vendor contract wins, values, and agency relationships helps you understand the competitive landscape — whether you're evaluating vendors as an agency buyer or positioning against incumbents as a competitor.
Which California agencies buy investment account?
The most active California government agencies procuring investment account are: City of Bishop (1 contracts); OCASA College Prep District (1 contracts); La Habra Heights County Water District (1 contracts); El Rio Community District (1 contracts); Heartwood Charter District (1 contracts). Each agency manages its own procurement process and vendor relationships. Understanding which agencies are the largest buyers helps vendors prioritize outreach and tailor their proposals to specific agency needs.
How do I find investment account government contracts in California?
Civic IQ aggregates investment account contract data from 9 California government agencies into a single searchable database. You can browse contracts by agency, vendor, value, status, and renewal date. Beyond active contracts, Civic IQ also tracks pre-RFPs from board meetings and budget discussions — surfacing investment account opportunities 6–18 months before formal solicitations go live.
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What is the average value of investment account contracts in California?
Based on tracked contract data, the average investment account government contract in California is valued at approximately $667K, with 9 contracts totaling $6.0M. Individual contract values vary significantly depending on scope, agency size, and contract duration. Detailed value breakdowns by agency and vendor are available on Civic IQ.
What related contract categories are active in California?
Beyond investment account, other active government contract categories in California include Professional Services, Other, Supplies, Technology, and Construction. Agencies often procure across multiple categories simultaneously — a city upgrading its IT infrastructure may also issue contracts for professional services, facilities maintenance, and cybersecurity. Tracking related categories helps you identify cross-selling opportunities and understand the full procurement landscape.