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.
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.