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!

Plumb Bill Pay Featured in the Family Wealth Report Awards Acclaim 2025

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We’re honored to share that Plumb Bill Pay has earned a feature in the Family Wealth Report Awards Acclaim 2025, following Anneke Stender’s win as Leading Individual (Service Product Provider) at the Twelfth Annual Family Wealth Report Awards 2025.

This recognition reflects our ongoing commitment to delivering high-quality bill payment, family office accounting, and reporting services—each tailored to the unique needs of high-net-worth individuals, family offices, and their advisors.

View the full Acclaim here

The Family Wealth Report Awards celebrate excellence and innovation across the North American family office and wealth management sectors. A rigorous, independent judging process selects honorees who demonstrate exceptional service, strategic leadership, and forward-thinking solutions.

“Winning the Leading Individual award and being featured in the Acclaim is both humbling and energizing. It’s a reflection of the incredible team behind Plumb Bill Pay and our shared passion for delivering excellence to the clients and advisors we serve.” — Anneke Stender, EVP, Plumb Bill Pay

At Plumb Bill Pay, we simplify the complex financial lives of wealthy families by combining personalized service with advanced technology. Our proprietary platform and white-glove support model streamline bill payment, entity-level accounting, and robust financial reporting—all within a secure, centralized environment.

On May 8, 2025, EVP Anneke Stender accepted the award at the Mandarin Oriental Hotel in New York City.

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

Anneke Stender, EVP of Plumb Bill Pay, receives the Leading Individual (Service Product Provider) award at the Family Wealth Report Awards 2025. She stands smiling with the presenter on stage, holding the trophy in front of a screen displaying the award title and Plumb Bill Pay logo.

Plumb Bill Pay Wins Technology Innovator of the Year at the 2025 Citywealth Awards

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We’re proud to share that Plumb Bill Pay has won the Technology Innovator of the Year award at the 2025 Citywealth Magic Circle Awards! This recognition highlights our drive to advance secure, high-touch bill payment solutions for high-net-worth and ultra-high-net-worth individuals and families.

Setting the Standard in UHNW Client Services

We also earned a spot as a finalist for UHNW Private Client Services of the Year, but winning Technology Innovator of the Year validates the work we’ve done to modernize how HNW and UHNW families—and their trusted advisors—manage bill pay and receive financial reporting. It reflects our bold approach to solving complex financial challenges with smart, secure, and user-focused technology.

A Win for Innovation in Fintech

This award affirms our mission to lead in the fintech space by building purpose-driven tools, delivering white-glove implementation, and engineering processes that prioritize security, transparency, and efficiency. From our proprietary app to the custom workflows within it, we design everything to make life easier, safer, and more insightful for our clients and their advisors.

We don’t build technology for the sake of innovation—we build to solve real problems for real people. This recognition reflects our platform’s intentional design: a secure, easy-to-use, and innovative solution that adapts to the unique complexity of HNW and UHNW financial lives. From streamlined approvals to real-time reporting, every feature is developed with a deep understanding of the stakes.

This win also marks a broader shift in what the industry expects from technology partners. Plumb Bill Pay is proud to lead that shift with solutions that deliver transparency, efficiency, and peace of mind to some of the world’s most complex financial households. And we’re just getting started. Our goal is simple: to create secure, future-ready solutions that support the evolving needs of clients and advisors.

Plumb Bill Pay wins Technology Innovator of the Year at the 2025 Citywealth Magic Circle Awards

Thank You to Our Community

We deeply appreciate the trust our clients, partners, and team place in us. Your support inspires us to continually raise the bar. It’s an incredible honor to be recognized among the industry’s top performers.

What’s Next for Plumb Bill Pay

The Citywealth award joins a growing list of industry honors that reflect our momentum and mission:

We continue deliver high-impact technology backed by human insight and trusted relationships.

“At Plumb Bill Pay, we believe great technology should disappear into the background—quietly delivering clarity, security, and peace of mind. This award affirms our focus on building tech that serves real people, solving complex problems with elegance and purpose.”
—George Logemann, Chief Technology Officer, Plumb Bill Pay

As we look ahead, we remain committed to building tools, teams, and trust that power lasting financial clarity.

Plumb Bill Pay’s EVP Wins Family Wealth Report Award for Leadership in High-Net-Worth Bill Pay Services

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We are honored to share that Anneke Stender, our Executive Vice President and the driving force behind Plumb Bill Pay, has been named Leading Individual (Service Product Provider) at the Twelfth Annual Family Wealth Report Awards 2025.

As EVP of Plumb Bill Pay—a leading provider of secure, high-touch bill payment services for family offices and ultra-high-net-worth clients—Anneke Stender has spent over two decades delivering strategic solutions in the financial services industry. Her leadership blends deep industry expertise with a clear vision for innovation, guiding the continuous evolution of our offerings to meet the growing complexity of client needs. With a strong focus on both technology and service, Anneke continues to set the standard for excellence in the high-net-worth space. As a result, Plumb Bill Pay remains at the forefront of innovation—without ever losing sight of the human touch that defines the client experience.

Anneke’s recognition is not just a reflection of her personal achievements—it’s a testament to the vision, stewardship, and product leadership she brings to our firm, ensuring that our technology, service model, and client experience continue to evolve alongside the complexities of wealth management.

View the full press release here: Plumb Bill Pay Winners Press Release- FWR 2025

High-Net-Worth Bill Pay Innovation: Where Technology Meets Stewardship

At Plumb Bill Pay, innovation is more than technology—it’s about adapting to the evolving needs of wealthy families, while preserving the personalized service they expect. Under Anneke’s leadership, our approach blends purpose-built technology with a stewardship mindset, ensuring every client experience is seamless, secure, and deeply personal.

Our Plumb Bill Pay App reflects this philosophy. More than a payment tool, it’s a gateway to financial clarity and control:

  • Clear Financial Oversight – Intuitive dashboards that deliver a complete financial picture, tracking payments, approvals, and priorities for real-time financial oversight for UHNW families.

  • Effortless Approvals – One-click approvals, auto-approval limits, and streamlined workflows for efficiency and peace of mind.

  • Proactive Cash Flow Forecasting – Six-month forward-looking projections to support smarter planning and decision-making.

  • Streamlined Tax Preparation – Organize and compile tax documents for a smooth, efficient handoff to CPAs.

  • Security & Accessibility – SOC 2 certified bill pay platform with bank-level security for anywhere, anytime access, ensuring confidence and flexibility.

At Plumb Bill Pay, our strength lies in the seamless pairing of innovation with stewardship. Moreover, every feature is supported by an expert team ensuring accuracy, discretion, and a white-glove client experience.

What Sets Us Apart?

At Plumb Bill Pay, we don’t just process payments—we protect, simplify, and elevate the financial lives of our clients. Our model is grounded in stewardship, precision, and innovation:

  • Decades of Trusted Expertise – Led by Anneke Stender, who has spent over 20 years shaping solutions for HNW and UHNW families, family offices, and their advisors.

  • Stewardship-First Service Model – Our dedicated team acts as an extension of your family office, ensuring accuracy, discretion, and personal attention in every transaction.

  • Purpose-Built Bill Pay App for HNW & UHNW Clients – Designed specifically for the complexities of wealth management, our proprietary Plumb Bill Pay App delivers simplicity and powerful oversight tools.

  • Security Without Compromise – SOC 2 certified, bank-level security protocols, and meticulous controls protect sensitive data and workflows.

Plumb Bill Pay delivers premium outsourced bill pay and family office accounting services for family offices, ultra-high- and high-net-worth individuals, and their advisors—backed by cutting-edge fintech and white-glove service.

At every touchpoint, we combine technology with the personal service, accountability, and adaptability that discerning clients expect in today’s dynamic financial world.

Looking Ahead

As Anneke continues to guide our vision, she remains focused on ensuring that Plumb Bill Pay evolves alongside the changing needs of our clients—enhancing our tools, deepening our service model, and driving innovation without ever losing the human connection that has defined our approach for almost 30 years.

Finally, we’re grateful to the Family Wealth Report Awards for this recognition and to our clients and partners who trust us as stewards of their financial lives.

Discover how Plumb Bill Pay supports high-net-worth families and family offices with secure, seamless bill payment solutions. Contact us today to schedule a consultation and click here to learn more about our bill pay services for ultra-high- and high-net-worth individuals and family offices. 

Plumb Bill Pay’s Anneke Stender receives Leading Individual award for service excellence.

Family Wealth Report Awards 2025 event honoring leaders in wealth management services.

Plumb Bill Pay Named Finalist in Four Categories at the 2025 Family Wealth Report Awards

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Plumb Bill Pay is proud to announce that we have been named a finalist in four categories at the Twelfth Annual Family Wealth Report Awards 2025. This recognition highlights our ongoing commitment to delivering high-quality bill payment, accounting, and reporting services tailored to the needs of high-net-worth individuals, family offices, and their advisors.

Finalist Categories:

  • Accounting

  • Bill Pay

  • Outsourcing / Business Process Outsourcing

  • Leading Individual (Service Product Provider) — Anneke Stender, EVP, Plumb Bill Pay

Family Wealth Report 2025 Finalist Certificate Plumb Bill Pay  Family Wealth Report Awards 2025 Anneke Stender Leading Individual Service Provider Finalist Certificate

The Family Wealth Report Awards celebrate excellence and innovation among providers serving the North American family office and wealth management communities. Each finalist is selected through a rigorous, independent judging process designed to recognize firms and individuals who demonstrate outstanding service, strategic thinking, and leadership.

“Being named a finalist across multiple categories, including a personal nomination, is an incredible honor,” said Anneke Stender, Executive Vice President of Plumb Bill Pay. “This recognition reflects the dedication and expertise of our entire team, and our ongoing commitment to providing clients with financial clarity, control, and peace of mind.”

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.

Award winners will be announced on May 8, 2025, at the Mandarin Oriental Hotel in New York City.

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

Read the full press release here: FWR 2025 Plumb Bill Pay Finalist Press Release