Plumb Bill Pay Wins Best Payment Reconciliation Services Award 2025

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We’re proud to announce that Plumb Bill Pay has won Best Payment Reconciliation Services provider at the 4th Annual WealthBriefing WealthTech Americas Awards 2025! Additionally, we’ve been featured (pages 36-37) in their 4th Acclaim Publication, recognizing and underscoring our commitment to delivering best-in-class, high-touch financial services for high-net-worth (HNW) individuals, family offices, and their advisors.

View the full press release here: Plumb Bill Pay WTA Press Release Awards 2025

Driving Innovation with the Plumb Bill Pay App

At Plumb, we adapt to meet our clients’ evolving needs. Our blend of technology and expertise ensures a seamless financial experience. A major factor in our success is the Plumb Bill Pay App, which simplifies financial management by offering:

  • Clear Financial Oversight – A complete financial snapshot at your fingertips, with an easy-to-use dashboard that tracks payments, approvals, and priority bills.
  • Effortless Approvals – Approve or reject bills with a single click, set auto-approval limits, and streamline workflows.
  • Advanced Cash Flow Forecasting – Stay ahead with six-month cash flow projections based on committed expenses, ensuring financial stability.
  • Simplified Tax Prep – Gather, review, and organize tax documents effortlessly, making CPA handoffs seamless.
  • Unparalleled Security & Accessibility – Our app provides bank-level security while ensuring clients can manage their finances anytime, anywhere.

This award-winning combination of industry expertise and cutting-edge technology ensures that our clients receive a seamless, secure, and highly efficient financial management experience.

What Sets Plumb Bill Pay Apart?

Our success comes from a powerful combination of expertise, innovation, and exceptional service:

  • Industry Expertise – Specializing in transactional bill pay for HNW and UHNW clients since 2008.
  • Cutting-Edge Technology – Our proprietary Plumb Bill Pay App streamlines approvals, tracking, and forecasting.
  • Security & Compliance – Bank-level security ensures financial data is protected at all times.
  • Expert Team – Highly trained professionals dedicated to accuracy, efficiency, and personalized service.

Looking Ahead

As we continue to evolve, refine, and enhance our services, we remain dedicated to delivering seamless financial solutions to our valued clients.

Thank you to our clients, partners, and the WealthBriefing WealthTech Americas Awards for this recognition. Here’s to another year of growth and innovation!

Want to experience the Plumb Bill Pay difference? Contact us today!

Plumb Bill Pay Shortlisted for 2025 Citywealth Awards

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We’re thrilled to announce that Plumb Bill Pay has been shortlisted for the 2025 Citywealth Magic Circle Awards in two highly competitive categories:

  • UHNW Private Client Services of the Year
  • Technology Innovator of the Year

These nominations are a testament to our unwavering commitment to excellence in serving ultra-high-net-worth clients. At Plumb Bill Pay, we pride ourselves on delivering precise, secure, and innovative financial management solutions tailored to the unique needs of ultra-high-net-worth individuals and family offices. Our goal is to simplify complex financial lives through a combination of cutting-edge technology and personalized, white-glove service.

Setting the Standard in UHNW Client Services

In the world of UHNW financial management, trust, accuracy, and efficiency are paramount. Our dedicated teams ensures every client receives bespoke solutions that address their specific needs, from bill payment to financial reporting. Being recognized in this category underscores our position as a leader in providing comprehensive and reliable services to ultra-high-net-worth clients.

Driving Innovation in Fintech

The Technology Innovator of the Year nomination highlights our role in advancing technology-driven financial management. Our proprietary systems and processes are designed to enhance security, improve efficiency, and offer unparalleled transparency for our clients. We’re proud to be at the forefront of innovation, setting new standards in the fintech space.

Thank You to Our Community

We want to extend our heartfelt gratitude to our clients, partners, and team. Your support and trust drive us to continuously improve and deliver excellence in everything we do. It’s an honor to be recognized alongside other leading firms in the industry.

Stay tuned as we await the results!