3 entities actively seeking solutions — right now.

Pursuit detects live signals from Fernandina Beach, University of Utah, and Washington—all seeking custodian and plan administration solutions tied to Charles Schwab. Win before RFP 955 drops; early visibility beats formal procurement every time.

See the Full Platform

See 3 opportunities ↓

SLED entities monitored

110K+

Documents processed monthly

3M+

Before RFPs drop

6–18mo

Earlier than the competition

92 days

From 110K+ entities monitored

Pre-RFP signals for

<div class='ecard'><div class='ecard-header'><div><div class='ecard-name'>City of Fernandina Beach</div><div class='ecard-meta'>County Government · FL</div></div><div class='ecard-header-right'><span class='badge badge-hot'>High Intent</span></div></div><div class='ecard-signals'><div class='signal-item'><div class='signal-title'>Pension board transitioning to new custodian with vendor presentation</div><div class='signal-body-text'>The City of Fernandina Beach's Salem Trust pension board is evaluating a transition to a new custodian, as evidenced by a recent presentation from Inez Garcia's firm. This initiative requires robust brokerage services, banking products, and retirement plan administration capabilities to support the transition. No RFP has been issued; this is pre-solicitation intelligence.</div></div><div class='signal-item'><div class='signal-title'>Pension fund seeks enhanced investment management and custodial services</div><div class='signal-body-text'>The City of Fernandina Beach's custodian transition presents a critical window to optimize asset allocation efficiency and reduce operational costs tied to legacy systems. By consolidating pension administration under a new provider, the municipality can unlock cost savings and improve fiduciary reporting accuracy—key drivers for stakeholder confidence and long-term fund performance.</div></div></div><div class='ecard-contacts'><div class='ecard-contacts-label'>Key Contacts · 5 verified by Pursuit</div><div class='contact-list'><div class='contact-row'><div class='contact-info'><span class='contact-name'>Susan Carless</span><span class='contact-title'>Resident Trustee</span></div><div class='contact-data-hints'><span class='data-hint'>Email</span><span class='data-hint'>Phone</span></div></div><div class='contact-row'><div class='contact-info'><span class='contact-name'>Andre Desilet</span><span class='contact-title'>Public Works- Utilities Director</span></div><div class='contact-data-hints'><span class='data-hint'>Email</span><span class='data-hint'>Phone</span></div></div><div class='contact-row'><div class='contact-info'><span class='contact-name'>Dana Whicker</span><span class='contact-title'>Employee Appointee</span></div><div class='contact-data-hints'><span class='data-hint'>Email</span><span class='data-hint'>Phone</span></div></div><div class='contact-row'><div class='contact-info'><span class='contact-name'>Pauline Testagrose</span><span class='contact-title'>Comptroller</span></div><div class='contact-data-hints'><span class='data-hint'>Email</span><span class='data-hint'>Phone</span></div></div><div class='contact-row'><div class='contact-info'><span class='contact-name'>Alisha Brown</span><span class='contact-title'>Budget Analyst</span></div><div class='contact-data-hints'><span class='data-hint'>Email</span><span class='data-hint'>Phone</span></div></div></div></div><div class='ecard-footer'><a class='ecard-source-link' href='https://fernandinabeachfl.api.civicclerk.com/v1/Meetings/GetMeetingFileStream(fileId=12333,plainText=false)#page=330' target='_blank'>View source · 2026-08-04</a><span class='ecard-timing'>⏱ Pre-RFP — no solicitation issued</span></div></div> <div class='ecard'><div class='ecard-header'><div><div class='ecard-name'>University of Utah</div><div class='ecard-meta'>County Government · UT</div></div><div class='ecard-header-right'><span class='badge badge-active'>Active Signal</span></div></div><div class='ecard-signals'><div class='signal-item'><div class='signal-title'>Endowment appointed OCIO and selected trustee and custodian</div><div class='signal-body-text'>The University of Utah's endowment has appointed Silosure as its Chief Investment Officer and selected new trustees and custodians to manage fund assets, signaling a restructuring of investment governance and asset management operations. This transition creates demand for brokerage services, banking products, and managed portfolio solutions to support the endowment's revised operational framework. No RFP has been issued; this is pre-solicitation intelligence.</div></div><div class='signal-item'><div class='signal-title'>Institutional investor seeks enhanced portfolio management capabilities</div><div class='signal-body-text'>The University of Utah's endowment restructuring creates compliance and operational continuity risks during the transition to new custodial and trustee arrangements, requiring robust settlement and custody infrastructure to prevent asset management gaps. Securing specialized financial advisory and banking products now ensures seamless fund operations and protects fiduciary accountability during this critical governance shift.</div></div></div><div class='ecard-contacts'><div class='ecard-contacts-label'>Key Contacts · 5 verified by Pursuit</div><div class='contact-list'><div class='contact-row'><div class='contact-info'><span class='contact-name'>Joshua Clayton</span><span class='contact-title'>Director of Accounting & Finance</span></div><div class='contact-data-hints'><span class='data-hint'>Email</span><span class='data-hint'>Phone</span></div></div><div class='contact-row'><div class='contact-info'><span class='contact-name'>Robert Muir</span><span class='contact-title'>Avp of Debt and Asset Management</span></div><div class='contact-data-hints'><span class='data-hint'>Email</span><span class='data-hint'>Phone</span></div></div><div class='contact-row'><div class='contact-info'><span class='contact-name'>Sharayne Farnsworth</span><span class='contact-title'>Director, Accounting & Finance</span></div><div class='contact-data-hints'><span class='data-hint'>Email</span><span class='data-hint'>Phone</span></div></div><div class='contact-row'><div class='contact-info'><span class='contact-name'>Zachary Christensen</span><span class='contact-title'>Chief Procurement Officer and Senior Director of Procure to Pay</span></div><div class='contact-data-hints'><span class='data-hint'>Email</span><span class='data-hint'>Phone</span></div></div><div class='contact-row'><div class='contact-info'><span class='contact-name'>Maura Fowler</span><span class='contact-title'>Director of Administration/chief of Staff</span></div><div class='contact-data-hints'><span class='data-hint'>Email</span><span class='data-hint'>Phone</span></div></div></div></div><div class='ecard-footer'><a class='ecard-source-link' href='https://www.youtube.com/watch?v=UID2wn5SQwc&t=1448' target='_blank'>View source · 2026-08-11</a><span class='ecard-timing'>⏱ Pre-RFP — no solicitation issued</span></div></div> <div class='ecard'><div class='ecard-header'><div><div class='ecard-name'>Washington</div><div class='ecard-meta'>County Government · WA</div></div><div class='ecard-header-right'><span class='badge badge-active'>Active Signal</span></div></div><div class='ecard-signals'><div class='signal-item'><div class='signal-title'>RFP issued for Deferred Compensation 457 Plan Administrator</div><div class='signal-body-text'>Washington is planning to issue an RFP for a Deferred Compensation 457 Plan Administrator, signaling active procurement in retirement plan administration. This initiative directly aligns with providers of retirement plan services, managed portfolio solutions, and financial advisory capabilities. No RFP has been issued yet—this is pre-solicitation intelligence.</div></div><div class='signal-item'><div class='signal-title'>Washington seeks financial advisory and retirement plan expertise</div><div class='signal-body-text'>Washington faces growing fiduciary liability and compliance complexity as deferred compensation plan obligations expand, requiring specialized administrative oversight to mitigate regulatory risk. By securing a dedicated 457 Plan Administrator, the entity can reduce operational burden on internal staff and ensure participant accounts meet evolving federal standards.</div></div></div><div class='ecard-contacts'><div class='ecard-contacts-label'>Key Contacts · 5 verified by Pursuit</div><div class='contact-list'><div class='contact-row'><div class='contact-info'><span class='contact-name'>Garret Ward</span><span class='contact-title'>Chief Financial Officer</span></div><div class='contact-data-hints'><span class='data-hint'>Email</span><span class='data-hint'>Phone</span></div></div><div class='contact-row'><div class='contact-info'><span class='contact-name'>Mike Pellicciotti</span><span class='contact-title'>Treasurer</span></div><div class='contact-data-hints'><span class='data-hint'>Email</span><span class='data-hint'>Phone</span></div></div><div class='contact-row'><div class='contact-info'><span class='contact-name'>Mark Gassaway</span><span class='contact-title'>Finance Director</span></div><div class='contact-data-hints'><span class='data-hint'>Email</span><span class='data-hint'>Phone</span></div></div><div class='contact-row'><div class='contact-info'><span class='contact-name'>Rich Jones</span><span class='contact-title'>Hr Director</span></div><div class='contact-data-hints'><span class='data-hint'>Email</span><span class='data-hint'>Phone</span></div></div><div class='contact-row'><div class='contact-info'><span class='contact-name'>Theresa Ellsworth</span><span class='contact-title'>Hr Operations Manager</span></div><div class='contact-data-hints'><span class='data-hint'>Email</span><span class='data-hint'>Phone</span></div></div></div></div><div class='ecard-footer'><a class='ecard-source-link' href='https://clark.wa.gov/sites/default/files/2026-05/-rfp-955-deferred-compensation-457-plan-administrator.pdf#page=15' target='_blank'>View source · 2027-01-01</a><span class='ecard-timing'>⏱ Pre-RFP — no solicitation issued</span></div></div>

Why needs Pursuit

92 days

Earlier to every deal

Pursuit customers engage an average of 92 days before the competition finds the same opportunity — giving Keeper Security's team time to shape the deal and show up as the trusted partner before any RFP is written.

2.5M

Documents processed monthly

Pursuit reads 2.5 million government documents monthly — meeting minutes, strategic plans, budget filings, and FOIA records — surfacing the signals that matter to Keeper Security's ICP before they become public solicitations.

73%

Of deals are decided before the RFP drops

By the time a formal solicitation is published, the winning vendor is usually already in the room. Pursuit gets your team there first — with the context, contacts, and credibility to shape the deal before anyone else knows it exists.

SCHEDULE DEMO

See Charles Schwab's full pipeline in Pursuit

These three are a sample of what Pursuit surfaces for Charles Schwab across 110,000+ entities matched to your ICP. Book time to see your full ICP‑matched opportunity list — with contacts, signals, and source documents for every account.

TRUSTED BY