Recognized Again: Plumb Bill Pay Wins UHNW Private Client Services of the Year at Citywealth 2026

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Recognized as 2026 Winner in UHNW Private Client Services of the Year

We are proud to share that Plumb Bill Pay has been named a winner in the UHNW Private Client Services of the Year category at the 2026 Citywealth Magic Circle Awards, held on May 13, 2026, at Nobu Hotel London.

About the Citywealth Magic Circle Awards

Citywealth is a leading global publication and intelligence platform dedicated to the private wealth management industry. For nearly two decades, Citywealth has served as a trusted resource for family offices, private banks, wealth managers, and advisors serving ultra-high-net-worth individuals and families around the world. The Citywealth Magic Circle Awards are among the most prestigious honors in the private client services industry, recognizing firms and individuals who demonstrate exceptional expertise, innovation, and client outcomes. Winners are selected through a rigorous process that includes peer nominations and editorial review — making each award a true reflection of industry standing and client trust.

What This Recognition Means

At Plumb, we believe that managing the complex financial lives of high-net-worth individuals and families deserves the same rigor and professionalism applied to investment portfolios. This award affirms what our clients already know — that truly comprehensive private client services go far beyond writing checks.

For the families, executives, and advisors who rely on us, Plumb delivers an integrated suite of financial operations: from bill payment and vendor management to family office accounting, financial reporting, and the Plumb Bill Pay App — a secure, SOC 2 certified platform that gives clients real-time visibility, bill approval capabilities, and direct communication with their Plumb team from anywhere in the world. It is the combination of expert people, proven processes, and purpose-built technology that sets Plumb apart — and it is that full picture that this award recognizes.

This honor joins a growing list of industry recognition that speaks to the depth and consistency of what Plumb delivers. Across multiple award bodies and selection processes, the message has been the same — that private client financial services, done with genuine expertise and care, make a real difference in the financial lives of the families and advisors we serve. These recognitions reflect not just a single moment, but a sustained commitment to excellence that our team works hard to earn every single day.

Since the time of this award, Plumb has also achieved SOC 2 Type II certification across our entire ecosystem — a further reflection of our ongoing commitment to security, transparency, and operational excellence for the clients who trust us most.

Thank You

None of this is possible without the clients and partners who trust us to support their financial lives. To every advisor, family office, and family we serve — thank you. This award belongs to you as much as it does to us.

To learn more about Plumb Bill Pay’s outsourced bill pay services, visit PlumbBillPay.com to request a confidential consultation.

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Plumb Bill Pay Honored at the 2026 Family Wealth Report Awards

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We are honored to be named the winner of the Bill Pay category at this year’s thirteenth annual Family Wealth Report Awards — a recognition of the work our team does every day for the RIA community.

Earlier this month, Plumb was proud to attend the Thirteenth Annual Family Wealth Report Awards ceremony in New York City — and even prouder to leave with a win. Our Executive Vice President, Anneke Stender, accepted the award on behalf of the entire Plumb team in the Bill Pay category, a testament to the work we have been doing to bring greater clarity and efficiency to bill pay for RIAs and their clients.

Plumb Bill Pay wins at top prize for Bill Pay at the Family Wealth Report Awards 2026.

About the Recognition

The Family Wealth Report Awards are among the most respected in the wealth management industry, recognizing firms that demonstrate genuine innovation, excellence in client service, and meaningful impact in the markets they serve. Being recognized in the Bill Pay category reflects not only our platform’s capabilities, but the trust our RIA partners place in us to manage something as important — and often as overlooked — as their clients’ bills.

“This recognition means a great deal to our team. Bill pay may seem like a behind-the-scenes function, but for our clients, it represents peace of mind and financial clarity. That’s what we’re here to deliver.” — Rob Scherer, President, Plumb Bill Pay

What We Do

At Plumb, bill pay is more than transactions — it’s an integral part of a household’s financial picture. Our bill pay solution gives RIA clients and their clients a dedicated, high-touch experience: bills are tracked, paid, and reported on in a way that integrates seamlessly into the broader reporting and accounting picture. Nothing falls through the cracks, and clients always know exactly where they stand.

This is the kind of clarity we strive to deliver every day — and it’s why an award in this category feels particularly meaningful.

Looking Ahead

We are grateful to the Family Wealth Report judges and to our RIA partners who trust us with their clients’ financial lives. Recognition like this inspires us to keep building, keep refining, and keep showing up for the families and advisors who depend on us.

A sincere thank you to the entire Plumb team — this win belongs to all of you.

About Plumb Bill Pay

Plumb Bill Pay provides secure, high-touch bill payment and family office accounting services for high-net-worth and ultra-high-net-worth families and their advisors. Through a combination of technology and dedicated service, Plumb delivers the operational infrastructure needed to support complex financial lives with accuracy, transparency, and control.

To explore how our services support families and advisors with clarity and control, contact us here or visit us at PlumbBillPay.com.

Award-Winning Plumb Bill Pay Featured in WealthBriefing WealthTech Americas Awards 2026 Acclaim

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Plumb Bill Pay is proud to be featured in the WealthBriefing WealthTech Americas Awards 2026 Acclaim publication, an industry showcase highlighting the innovation, execution, and thinking behind this year’s award winners.

This recognition follows Plumb Bill Pay’s continued momentum in redefining how operational infrastructure supports modern wealth management.

View the Acclaim here: WTA Acclaim Magazine 2026

Raising the Standard for Operational Excellence in Wealth Management

As financial lives grow more complex, so do the operational demands placed on families and their advisors.

Multiple entities. Expanding investment portfolios. Household-level spending. Philanthropic structures. Increasing expectations for transparency and control.

While investment strategy remains critical, it is operational clarity that ultimately enables advisors and families to act with confidence.

Plumb Bill Pay was built to meet this need—serving as a centralized operational layer that brings structure, visibility, and control across even the most complex financial ecosystems.

From Fragmentation to Visibility

Many families and advisors still rely on fragmented systems, disconnected entities, and manual processes to manage financial operations.

This often results in:

  • Limited visibility across entities
  • Delayed or incomplete reporting
  • Inefficient workflows and approval processes
  • Increased operational risk

Plumb Bill Pay addresses these challenges through a purpose-built platform that consolidates financial activity into a single, structured environment.

By integrating across entities and normalizing financial data, the platform enables real-time visibility and more informed decision-making.

Technology Built for Advisors and Families

At the core of Plumb Bill Pay is a proprietary platform designed to support both families and their advisors with greater control and efficiency.

Key capabilities include:

  • Multi-entity consolidated reporting across households, trusts, and business entities
  • Advisor dashboards that surface spending, liquidity, and financial trends
  • Streamlined bill pay workflows with structured approvals and oversight
  • Document-to-transaction linking for enhanced auditability and transparency
  • Interactive reporting designed to replace manual spreadsheets with dynamic insights
  • White label capabilities, enabling advisory firms to deliver a branded experience without taking on operational complexity

Together, these capabilities create a more scalable and reliable foundation for managing financial operations.

Supporting the Advisor-Led Family Office

Plumb Bill Pay operates at the intersection of technology, accounting, and service—supporting what is increasingly known as the advisor-led family office model.

In this model, advisors remain at the center of the client relationship, while leveraging institutional-grade infrastructure to deliver a higher level of service.

By providing the operational backbone, Plumb enables advisors to:

  • Maintain visibility across complex financial structures
  • Deliver more proactive and informed guidance
  • Reduce reliance on manual processes
  • Scale their offering without compromising quality

Innovation That Reflects Industry Evolution

The WealthBriefing WealthTech Americas Awards Acclaim publication highlights organizations that are not only delivering results today, but helping shape the future of the industry.

For Plumb Bill Pay, this recognition reflects continued investment in:

  • Enhanced user experience, including a refreshed mobile app interface
  • Expanded advisor-facing tools and dashboards
  • Improved onboarding workflows to accelerate time to value
  • Ongoing platform innovation focused on accuracy, control, and scalability

As expectations across wealth management continue to evolve, so too must the infrastructure supporting it.

Looking Ahead

Plumb Bill Pay remains committed to advancing the operational foundation of wealth management—helping families and advisors navigate complexity with clarity and confidence.

Being featured in the WealthBriefing WealthTech Americas Awards 2026 Acclaim publication is an honor and a reflection of the work being done across the organization to raise the standard for what financial operations can deliver.

About Plumb Bill Pay

Plumb Bill Pay provides secure, high-touch bill payment and family office accounting services for high-net-worth and ultra-high-net-worth families and their advisors. Through a combination of technology and dedicated service, Plumb delivers the operational infrastructure needed to support complex financial lives with accuracy, transparency, and control.

To explore how our services support families and advisors with clarity and control, contact us here or visit us at PlumbBillPay.com.

Anneke Stender Recognized with Silver at the 2026 Citywealth Powerwomen Awards

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We are proud to announce that our Executive Vice President, Anneke Stender, has been awarded Silver for Entrepreneurial Woman of the Year at the Citywealth Powerwomen Awards USA 2026.

A Recognition of Leadership and Impact

This recognition reflects Anneke’s enduring leadership and her impact on redefining how operational excellence supports modern wealth management.

At Plumb Bill Pay, we believe that true financial clarity is built on a foundation of precision, structure, and trust. Anneke has been instrumental in advancing that vision by helping shape Plumb into an operational command center for advisors and the families they serve. Through her leadership, we continue to move beyond fragmented processes toward a more unified, transparent approach to managing complex financial lives.

Anneke Stender wins Silver Entrepreneurial Woman of the Year at 2026 Citywealth Powerwomen Awards USA

Advancing the Plumb Platform

Over the past year, Anneke has led, in collaboration with President Rob Scherer, the continued evolution of our platform and service model.

This includes:

  • Delivering greater visibility across multi-entity structures
  • Strengthening controls around bill pay and financial workflows
  • Enabling advisors with tools to oversee their clients’ full financial picture with confidence

Her work reflects a deep understanding of the challenges faced by high-net-worth families and the professionals who support them—where complexity is inevitable, but lack of clarity should not be.

Driving Innovation and Growth

Anneke’s impact extends beyond operational leadership. She has been a driving force behind the growth and evolution of Plumb Bill Pay as a modern solution for advisors and family offices.

By helping define and scale Plumb’s role as an operational partner—bridging the gap between technology, accounting, and advisory oversight—Anneke has contributed to a differentiated approach in the market. Her ability to translate complex client needs into scalable processes and solutions has supported both client growth and deeper advisor relationships.

This entrepreneurial mindset of identifying gaps, building solutions, and continuously refining the client experience has been central to Plumb’s continued momentum.

Raising the Standard

The Citywealth Powerwomen Awards celebrate women who are driving meaningful progress across the private wealth sector.

Anneke’s recognition underscores her ability to bridge operational rigor with strategic insight, bringing a level of stewardship and reliability that is essential in today’s increasingly complex financial landscape.

A Culture of Accountability and Care

Anneke’s leadership extends beyond innovation.

Internally, she continues to foster a culture grounded in accountability, consistency, and care—principles that are core to how we serve our clients every day.

Externally, she remains a trusted partner to advisors, helping them scale their practices while maintaining the highest standards of oversight and control.

Looking Ahead

This award is a testament not only to Anneke’s individual accomplishments, but also to the broader mission of Plumb: to provide the infrastructure that enables clarity, control, and confidence at every level of financial management.

We are honored to see her recognized among such an accomplished group of leaders and look forward to continuing to build on this momentum.

Learn More

If you’re an advisor or family office looking to elevate your offering with greater visibility, control, and operational confidence, we invite you to connect with our team to learn how Plumb Bill Pay can support your clients and scale your practice.

Plumb Bill Pay Shortlisted in Five Categories at the 2026 Family Wealth Report Awards

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We’re proud to share that Plumb Bill Pay has been shortlisted in five categories at the 2026 Family Wealth Report Awards, recognizing our continued commitment to innovation, service excellence, and technology-driven solutions for high-net-worth families and their advisors.

The annual Family Wealth Report Awards celebrate organizations and individuals that are driving meaningful impact across the North American wealth management and family office industry. Being recognized across multiple categories is an honor and reflects the continued evolution of both our platform and the services we provide to families, advisors, and family offices.

This year, Plumb Bill Pay has been shortlisted in the following categories:

    • Bill Pay

    • Client Driven Innovation (B2C)

    • Property & Household

    • Family Office Management Consultancy (Technology-Based)

    • Women in Wealth Technology (Individual) — Anneke Stender, Executive Vice President

2026 Family Wealth Report Awards Certificate of Achievement recognizing Plumb Bill Pay as a finalist in Bill Pay, Client Driven Innovation, Property & Household, and Family Office Technology.                    2026 Family Wealth Report Awards certificate recognizing Anneke Stender, EVP of Plumb Bill Pay, as a finalist for Women in Wealth Technology.

These nominations reflect our team’s ongoing focus on helping families and their advisors manage increasingly complex financial lives with greater clarity, organization, and transparency. Through our secure technology platform and experienced service team, we support clients with bill payment, household financial management, multi-entity accounting, and consolidated reporting across complex financial structures.

We’re also especially proud to see Anneke Stender, Executive Vice President of Plumb Bill Pay, recognized as a finalist for Women in Wealth Technology.

“The wealth management industry is evolving quickly, and technology is playing an increasingly important role in helping families and advisors manage complexity with greater transparency and control,” said Stender. “I’m honored to be recognized by the Family Wealth Report Awards and proud of the work our team continues to do at Plumb Bill Pay.”

We’re grateful to the Family Wealth Report Awards judging panel for this recognition and thankful to the clients, advisors, and partners who trust us every day to help support and simplify their financial lives.

With a strong foundation in personalized service and a focus on financial clarity, Plumb Bill Pay helps simplify the complex financial lives of wealthy families and individuals. Through our proprietary technology and white-glove support model, we offer consolidated bill payment, entity-level accounting, and comprehensive financial reporting services.

To learn more about our services and why families and advisors trust Plumb Bill Pay, contact us here or explore more on PlumbBillPay.com.

Final winners of the 2026 Family Wealth Report Awards will be announced on April 30, 2026, at the Mandarin Oriental Hotel in New York City later this year.

Read the full press release here: 2026 Family Wealth Report Finalist Press Release

Plumb Recognized by WealthTech Americas for Advancing the Operational Layer of Wealth

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We are proud to share that Plumb Bill Pay has been recognized in the 2026 WealthTech Americas Awards in two categories:

  • Leading Individual (US): Robert Scherer, President, Plumb Bill Pay

  • Payment Reconciliation Services (US): Plumb Bill Pay

These awards reflect more than individual leadership or service excellence. They also reflect a broader shift in wealth management: as financial lives become more complex, the operational layer behind planning and advisory relationships matters more than ever.

At Plumb, we believe the future belongs to firms that can combine advice, execution, and operational discipline into a seamless client experience.

Plumb Bill Pay named 2026 WealthTech Americas Awards winner for Payment Reconciliation Services in the United States
Rob Scherer of Plumb Bill Pay named 2026 WealthTech Americas Awards Leading Individual winner in the United States

Leadership That Prioritizes Stewardship

Rob Scherer’s recognition as Leading Individual (US) reflects a leadership philosophy centered on stewardship, accountability, and long-term trust.

Under his direction, Plumb has focused on building the financial operations infrastructure that helps advisors deliver greater clarity, control, and confidence to the households they serve, not simply faster execution.

As financial lives become more complex, leadership is measured by the ability to design systems and processes that reduce operational risk, improve transparency, and support sound decision-making across entities, generations, and advisors.

Rob Scherer, President of Plumb Bill Pay
Rob Scherer, President of Plumb Bill Pay

Setting the Standard for Payment Reconciliation

Recognition for Payment Reconciliation Services (US) underscores the importance of operational controls in modern wealth management.

For high-net-worth households, family offices, and advisory firms, bill pay and reconciliation are not administrative tasks—they are core control functions. Every transaction must be verified, documented, categorized, and integrated into reporting that advisors and families can trust.

Our approach prioritizes:

  • Accuracy over speed

  • Verification over assumptions

  • Documentation over manual memory

  • Process discipline over ad-hoc workflows

This operational rigor strengthens transaction integrity, supports reporting reliability, and helps advisors meet fiduciary responsibilities with confidence.

Why This Moment Matters

As the wealth landscape evolves, execution alone is no longer a differentiator. The true differentiator is disciplined oversight and a reliable operational foundation.

Advisors increasingly need infrastructure that supports complex households, multiple entities, and real-time financial visibility. We view this recognition as validation of a core belief: delivering a high-trust wealth experience requires more than planning and portfolio management—it also requires a modern operational backbone.

Technology enables efficiency. Process enables reliability. Stewardship enables trust.

Gratitude to the Community We Serve

We are deeply grateful to the advisors, family offices, and clients who trust us with such sensitive and important responsibilities.

Recognition like this ultimately reflects the partnerships we have built together—grounded in discretion, consistency, and a shared commitment to excellence.

As wealth management continues to evolve, we remain focused on delivering the clarity, control, and confidence that complex financial lives require.

Discover how Plumb Bill Pay consistently delivers best-in-class service below:

Plumb Bill Pay Shortlisted for 2026 PAM Awards Best Reporting Solution

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We’re proud to share that Plumb Bill Pay has been shortlisted for the 2026 PAM (Private Asset Management) Awards in the Best Reporting Solution category—an honor that recognizes excellence and innovation across the global private wealth and family office ecosystem.

This recognition reflects our commitment to delivering clear, consolidated multi-entity reporting for ultra-high-net-worth families, family offices, and their advisors. As financial lives grow more complex—spanning multiple entities, accounts, trusts, and structures—accurate, centralized reporting becomes essential to confident decision-making.

Plumb Bill Pay’s reporting solution provides a single source of truth, consolidating financial activity across entities into a secure, easy-to-navigate view. Families and advisors gain timely visibility into spending, cash flow, and balances across the entire financial picture, without relying on fragmented or delayed reports. All reporting is delivered through the SOC 2-compliant Plumb Bill Pay App, with every transaction reviewed and reconciled by in-house accounting professionals to ensure accuracy and trust.

Advisors also benefit from dedicated dashboards that allow them to monitor multiple families within one secure environment—strengthening transparency, improving efficiency, and supporting deeper client relationships. Adoption of Plumb’s reporting capabilities has continued to grow, with families and advisors valuing the confidence that comes from consistent, reliable, and consolidated financial insight.

Being shortlisted by the PAM Awards reinforces our belief that the future of family office reporting lies in secure consolidation, accuracy, and clarity at scale. As we continue to enhance our platform, we remain focused on helping families and advisors navigate complexity with confidence.

We’re grateful to With Intelligence and the PAM Awards for this recognition, and we congratulate the other shortlisted firms. Most importantly, thank you to our clients and partners who trust Plumb Bill Pay to support their most important financial decisions.

Plumb Bill Pay shortlisted for Best reporting solution at the Private Asset Management Awards 2026.

Discover how Plumb Bill Pay consistently delivers best-in-class service below:

 

Anneke Stender Shortlisted for Entrepreneurial Woman of the Year

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We’re proud to share that Anneke Stender, EVP of Plumb Bill Pay, has been shortlisted for Entrepreneurial Woman of the Year at the 2026 Citywealth Powerwomen Awards USA—a prestigious recognition celebrating leadership, innovation, and impact within the private wealth and financial services industry.

Anneke’s nomination reflects her role in shaping Plumb Bill Pay’s strategic vision and growth, as well as her leadership in building modern, disciplined financial operations for ultra-high-net-worth individuals, families, and family offices. Under her leadership, Plumb Bill Pay has continued to evolve as a trusted provider of secure, structured, and highly personalized bill pay and financial oversight services.

Leadership in Private Client Services and Fintech Innovation

As an entrepreneurial leader, Anneke has played a key role in advancing how private client services are delivered—combining thoughtful process design, operational rigor, and technology-enabled solutions. Her work has helped position Plumb Bill Pay as a firm known for clarity, precision, and trust, supporting complex financial lives through both hands-on service and the Plumb Bill Pay App.

Being shortlisted for Entrepreneurial Woman of the Year highlights Anneke’s commitment to building scalable, resilient systems while maintaining a client-first, white-glove approach. It also reflects her broader impact as a leader helping modernize financial operations within the UHNW and family office space.

We’re honored to see Anneke recognized among an exceptional group of women leaders at the 2026 Citywealth Powerwomen Awards USA and look forward to celebrating the results.

Supporting the Next Phase of RIA Growth: Plumb Bill Pay Featured in the US RIA Toolkit 2026

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As the Registered Investment Advisor (RIA) landscape continues to evolve, firms are navigating increased scale, operational complexity, and higher client expectations—all while maintaining transparency, control, and trust. Growth today isn’t just about assets under management; it’s about building the operational and technology foundations that allow advisory firms to scale without friction.

That’s why we’re proud that our team contributed to the US RIA Toolkit 2026, published by The Wealth Mosaic—a comprehensive report examining the challenges, opportunities, and operating dynamics shaping the RIA segment in the United States.

Operational Infrastructure Is Becoming a Differentiator

As RIAs grow, operational demands tend to increase faster than teams expect. More entities, more approvals, more reporting requirements, and more stakeholders all introduce complexity behind the scenes. Without clear systems in place, that complexity can quickly impact advisor efficiency and the client experience.

Across the industry, firms are rethinking how they:

  • Maintain visibility into financial activity

  • Ensure consistent oversight and approvals

  • Support advisors with accurate, timely information

  • Scale operations without adding unnecessary friction

The US RIA Toolkit 2026 highlights how leading firms are addressing these challenges through stronger operational discipline and purpose-built technology.

Plumb Bill Pay’s Perspective: Visibility, Control, and Confidence

In our contribution to the report, we shared how the Plumb Bill Pay App and advisor dashboards are designed to support RIAs operating in increasingly complex environments.

Our proprietary technology provides:

  • Clear visibility into bill pay activity, approvals, and cash movement

  • Centralized oversight across entities, accounts, and workflows

  • Advisor-facing dashboards that support informed decision-making

  • Scalable infrastructure that grows with the firm

The goal is simple: give advisors and their teams confidence that the operational foundation is sound—so they can stay focused on serving clients.

Built to Support Advisors Behind the Scenes

Strong client experiences are often the result of strong operations working quietly in the background. When advisors have clear, real-time insight into financial activity, they’re better equipped to guide clients, answer questions, and build trust over time.

That principle underpins how we think about technology at Plumb Bill Pay. Our platform is built to support advisors, not replace them—providing clarity, control, and reliability in environments where precision matters.

Explore the Full Report

The US RIA Toolkit 2026 brings together perspectives from across the wealth management ecosystem, offering practical insights into how advisory firms are adapting to growth, complexity, and evolving expectations.

👉 Read the full report here:
https://issuu.com/thewealthmosaic.com/docs/us_ria_toolkit_2026

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Plumb Bill Pay Shortlisted for 2026 Citywealth Awards

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We’re proud to share that Plumb Bill Pay has been shortlisted for the 2026 Citywealth Magic Circle Awards in the UHNW Private Client Services of the Year category—a highly respected recognition within the private wealth and family office community.

This shortlist nomination reflects our ongoing commitment to delivering exceptional private client services for ultra-high-net-worth individuals, families, and family offices. Plumb Bill Pay specializes in providing secure, precise, and highly structured bill pay and financial operations support designed specifically for the complex needs of UHNW households. Our approach combines advanced technology with hands-on, white-glove service to bring clarity, control, and confidence to our clients’ financial lives.

Excellence in UHNW Private Client Services

Serving ultra-high-net-worth clients requires a disciplined, detail-driven approach rooted in trust, accuracy, and operational excellence. Our experienced teams deliver bespoke solutions tailored to each client’s unique financial structure—supporting everything from day-to-day bill payment to consolidated reporting and advisor collaboration. Being shortlisted for UHNW Private Client Services of the Year underscores our focus on building resilient, reliable systems that support long-term financial stewardship.

Appreciation for Our Clients and Partners

We’re grateful to our clients, advisors, and partners who place their trust in Plumb Bill Pay. Their confidence in our services drives us to continually raise the standard for UHNW private client services. We’re honored to be recognized alongside other leading firms serving the ultra-high-net-worth community and look forward to the final results of the 2026 Citywealth Magic Circle Awards.

Stay tuned as we await the results!