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.

SOC 2 Certification Highlights Plumb Bill Pay’s Secure Technology Framework

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We’re proud to share that Plumb Bill Pay is now SOC 2 certified. This certification reflects our ongoing commitment to data security, privacy, and operational excellence.

The SOC 2 audit was conducted by A-LIGN, the leading provider in cybersecurity compliance trusted by more than 4,000 global organizations to help mitigate cybersecurity risks.

At Plumb, our mission is to deliver exceptional service that creates financial clarity and peace of mind. Our clients trust us with their most sensitive financial information, and we take that responsibility seriously. To reinforce that trust, we voluntarily underwent a rigorous SOC 2 assessment to ensure that our security and operational controls meet the highest standards of security and compliance.

“Congratulations to Plumb Bill Pay for completing their SOC 2 audit, a widely recognized signal of trust and security,” said Steve Simmons, COO of A-LIGN. “It’s great to work with organizations like Plumb Bill Pay, who understand the value of expertise in driving an efficient audit and the importance of a high-quality final report.”

What is a SOC 2 report? 

Established by the American Institute of Certified Public Accountants (AICPA), the SOC 2 examination is designed for organizations of any size, regardless of industry and scope, to ensure the personal assets of their potential and existing customers are protected. SOC 2 reports are recognized globally and affirm that a company’s infrastructure, software, people, data, policies, procedures and operations have been formally reviewed.

Unlike a simple cybersecurity scan, a SOC 2 audit evaluates how a company’s internal controls are designed and operated to protect client data. It specifically reviews five trust service principles: security, availability, processing integrity, confidentiality, and privacy. This compliance confirms that Plumb Bill Pay has robust, independently verified controls in place to safeguard data—demonstrating our ongoing commitment to transparency, security, and trust.

Why SOC 2 Compliance Matters

In today’s digital environment, businesses increasingly rely on third-party providers —bringing both opportunity and heightened risk. With rising expectations around data security, SOC 2 compliance has become the gold standard for demonstrating a company’s ability to handle sensitive data responsibly and securely.

“Strong client relationships are built on trust. Achieving SOC 2 compliance is another way we show our clients that protecting their financial information is just as important to us as it is to them,” said Rob Scherer, President of Plumb.

For Plumb Bill Pay, this milestone underscores one of our core values: delivering peace of mind through trust and accountability. Our proprietary bill pay app is designed with bank-level security, layered access controls, and 24/7 real-time monitoring managed by our in-house IT team. SOC 2 certification affirms the strength and ongoing evolution of these security protocols—demonstrating our commitment to operating in a secure, compliant, and resilient operating environment.

This achievement also builds on the additional security layers and independent testing we’ve implemented over the years, ensuring a comprehensive and proactive approach to protecting our clients’ most sensitive financial data—so they can stay focused on what matters most.

A-LIGN Badge SOC-2 certified Plumb Bill Pay
Plumb Bill Pay’s SOC-2 Certified A-LIGN Badge

About Plumb Bill Pay

Plumb Bill Pay is a trusted provider of outsourced bill payment and financial operations services tailored for high-net-worth individuals, family offices, and their advisors. Combining secure technology with personalized support, Plumb delivers financial clarity, control, and peace of mind. For more information, visit: www.plumbbillpay.com.

About A-LIGN

A-LIGN is the leading provider of high-quality, efficient cybersecurity compliance programs. Combining experienced auditors and audit management technology, A-LIGN provides the widest breadth and depth of services including SOC 2, ISO 27001, HITRUST, FedRAMP, and PCI. A-LIGN is the number one issuer of SOC 2 and a leading HITRUST and FedRAMP assessor. To learn more, visit a-lign.com.

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

Plumb Interview with The Deal

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We are excited to announce that our Executive Vice President, Anneke Stender, recently sat down with The Deal’s Chris Nolter to discuss Think Plumb LLC’s remarkable growth and future outlook.

View the full article here: 2025 The Deal Plumb Interview.

Link to article on The Deal website.

Founded in 1996 by President Robert Scherer, Think Plumb has evolved into a premier high-touch, services-first fintech company specializing in financial management for high-net-worth individuals and family offices. With a workforce of 50 employees and an annual revenue ranging from $8 million to $10 million, Think Plumb continues to experience double-digit growth, positioning itself as a leader in the financial management space.

Managing Financial Complexity with High-Touch Services

Think Plumb is uniquely positioned to help affluent clients manage the complexities of wealth, including multiple residences across different states, trusts, LLCs, foundations, and other entities.

“We call it the blocking and tackling that needs to happen around the family,” Stender explained. “Our clients require specialized accounting services, from property tax management and insurance payments to real-time financial reporting.”

Leveraging Technology for Real-Time Financial Insights

Recognizing the growing need for seamless and intuitive financial management, Think Plumb has invested in building out its proprietary technology platform, the Plumb Bill Pay App. The platform integrates bill approval, payment automation, and real-time reporting capabilities, ensuring clients have an interactive, forward-looking view of their financial health.

“Historically, accounting has been very backwards-looking,” Stender said. “Now, we’re really moving toward real-time reporting, interactive insights, and even projections within our tool.”

A Growth Trajectory with Expanding Market Opportunities

Plumb’s primary clientele typically consists of individuals with a net worth between $50 million and $400 million, including five billionaire family offices. However, the company is looking to expand into a new demographic of emerging high-net-worth individuals—those with a net worth of $1 million or more—who require sophisticated financial tools and bill payment services.

While 90% of new business comes from referrals, Plumb is continuously exploring new opportunities to enhance its reach and impact. With the addition of a Chief Technology Officer last year, the company is advancing its fintech capabilities while maintaining the high-touch, white-glove service that has made it a trusted partner for affluent families.

Open to Strategic Partnerships

As Plumb scales, the company is open to strategic partnerships that align with its vision for innovation and growth.

“We’re certainly open to strategic partnerships as we continue to grow in this space,” Stender noted. However, there is no defined timeline for taking on an investor or partner.

A Unique Approach in Fintech and Financial Management

Plumb stands out in the financial services industry due to its seamless blend of high-touch services and innovative financial technology. The firm’s approach ensures that clients receive both personalized attention and cutting-edge solutions for managing their financial complexity.

The broader fintech and wealth management industry has seen increased investment activity from major financial institutions. Recent investments include:

  • Blackstone Inc. (BX) leading a $61 million investment in AI accounts payable automation company Sampli.
  • BlackRock Inc.’s (BLK) Aladdin Wealth unit forming a partnership with NEC Corp.’s Avaloq.
  • JPMorgan Chase & Co. (JPM) and Hercules Capital Inc. (HTGC) investing $150 million in payables automation company Tipalti.

While investment and acquisition activity in fintech and financial/wealth management continue to accelerate, Plumb remains focused on expanding its services and technology to better serve its clients.

Looking Ahead

As Plumb continues its upward trajectory, the company remains committed to innovation, client service, and growth. By enhancing its proprietary technology, expanding service offerings, and strategically scaling its team, Plumb is well-positioned to meet the evolving needs of high-net-worth individuals and family offices.

Future initiatives include further integrating predictive financial analytics, improving user experience within its platform, and expanding its reach to serve a broader spectrum of clients. With a clear vision for the future, Plumb is dedicated to setting new industry standards and delivering unparalleled financial solutions.

Stay tuned for more updates as we continue to shape the future of high-net-worth financial management.

For inquiries or to learn more about how Plumb can support your financial needs, contact us today!

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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!

Top 5 Questions Our Clients Ask About Outsourced Bill Payment

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Outsourced bill payment services are increasingly favored among ultra-high-net-worth individuals (UHNWIs), high-net-worth individuals (HNWIs), and family offices. These services not only streamline financial management but also enhance cash flow management and reduce administrative burdens. Here are the top five frequently asked questions we receive from clients interested in our services:

  1. What security and fraud prevention measures do you have in place?

Security is a top priority for us at Plumb. We leverage advanced security protocols, including encryption, firewalls, data backup, and fraud detection mechanisms. Through our proprietary Plumb Bill Pay App, we conduct vendor verification through OFAC checking, new vendor warnings, and email whitelisting. Our commitment to safeguarding your financial information is further reinforced by bank-level security, multi-factor authentication, and stringent internal controls, all designed to prevent unauthorized transactions.

  1. What services do you offer?

Our offerings include bill payment and record keeping, cash flow reporting, expense tracking, vendor management, and financial reporting. Using our secure personal bill pay services, including our proprietary Plumb Bill Pay App, your bills are monitored for discrepancies, tracked closely and reconciled accurately. We have award-winning expertise – and an app that provides comprehensive personal bill pay services.

  1. What does the Plumb Bill Pay App do and is it secure?

Our proprietary platform, the Plumb Bill Pay App, is designed for affluent clients to streamline bill approvals, provide real-time financial insights, and ensure secure access anytime, anywhere. The app is continuously being enhanced and now guides new clients through the onboarding process as well. Additionally, the app seamlessly integrates with QuickBooks Online software to process payments and employs bank-level security to ensure secure transactions.

  1. How do you ensure accuracy and timely payments?

At Plumb, we utilize automated payment scheduling and multi-level approval workflows to ensure precision. We conduct multiple levels of approvals prior to a bill being paid, guaranteeing complete accuracy. Our Commitments tracker within our app includes built-in reminders for upcoming payments and proactive monitoring to prevent late payments and errors. Additionally, all of our bill entry forms feature built-in error detection and validation to ensure accuracy from the very start. You can trust Plumb to handle your financial transactions with the highest level of care and reliability.

  1. What level of customization and reporting do you provide?

Customized reporting is available in addition to our slate of popular weekly and monthly reports.  We offer tailored approval workflows, spending limits, and role-based permissions. Additionally, our robust reporting capabilities include real-time financial insights, categorized expense tracking, and integration with accounting or financial management platforms. We provide the level of visibility and control you require.

Outsourced bill payment services provide significant benefits for UHNWIs, HNWIs, and family offices. By choosing Plumb, you can be confident that your financial transactions are handled with the highest level of security, accuracy, and customization. Our tailored solutions ensure your unique financial needs are met with precision, giving you peace of mind and more time to focus on what truly matters. Let us help you streamline your financial management and experience the convenience and reliability of Plumb’s expert services.

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Plumb Bill Pay Shortlisted for Three Prestigious PAM Awards

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We are delighted to announce that Plumb has once again been shortlisted for the highly respected 2025 PAM (Private Asset Management) Awards. This year, we are honored to be recognized in three categories:

  • Best General Ledger System
  • Best Partnership Accounting System
  • Best Technology Platform for Family Offices

We extend our warmest congratulations to the other nominees who continue to drive innovation and excellence in our industry. A heartfelt thank you goes to the team at WithIntelligence and the PAM Awards for this incredible recognition.

At Plumb, we remain dedicated to providing financial clarity and seamless accounting services, empowering our clients to make informed decisions with confidence. This honor inspires us to continue exceeding expectations and setting benchmarks for the industry.

Stay tuned for the awards results, and thank you for supporting Plumb on this exciting journey!

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

Plumb Bill Pay Featured in the 2024 US WealthTech Landscape Report

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We are thrilled to announce that Plumb Bill Pay has been included in The Wealth Mosaic’s US WealthTech Landscape Report 2024! This recognition demonstrates our commitment to delivering innovative, high-touch financial services that simplify life for our clients.

The WealthTech Landscape Report highlights leading solutions that empower wealth managers, family offices, and high-net-worth individuals with technology-driven services to streamline financial operations. At Plumb Bill Pay, we pride ourselves on blending technology with personalized support to ensure seamless, secure, and efficient bill payment management.

Our inclusion in this prestigious report affirms the value we bring to the financial management ecosystem. From managing complex financial workflows to providing clear reporting and reducing administrative burden, Plumb Bill Pay continues to be a trusted partner for those seeking financial clarity and operational excellence.

We extend our gratitude to our clients and partners for their ongoing trust and support.

To learn more about Plumb Bill Pay and how we can help simplify your financial life, contact us today at sales@thinkplumb.com.

Plumb Bill Pay App: New Onboarding Module

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Plumb has enhanced its proprietary bill pay and reporting web application by introducing an innovative Onboarding Module. This improvement significantly boosts the accuracy and efficiency of our client onboarding processes, resulting in improved client service.

 

For the Plumb team, this means that the onboarding process can be completed more quickly and accurately, thanks to a streamlined workflow that is aimed at unifying and tracking onboarding tasks, enforcing consistency, and reducing errors. We’re able to focus on delivering exceptional support to our clients, while minimizing delays and inefficiencies.

 

With the new Onboarding Module, clients now can input onboarding-related data directly into the application, further streamlining the process. An easy-to-navigate wizard takes them through each step of the data gathering process, allowing them to save their progress and return at their convenience. Within the system, clients have visibility to all onboarding tasks at their fingertips. By clicking the link in their Weekly Status Report email, clients can access the system to view completed and in-process tasks assigned to them and their Plumb team. A checklist and progress indicator shows clients where they are in the onboarding process and their percentage toward completion. Additionally, with our onboarding data upload feature, clients can securely upload all onboarding-related data in a central location.

 

Our onboarding feature is integrated with the Plumb Bill Pay app, and at the end of the onboarding process the client seamlessly transitions into active client status.

 

Overall, the new Onboarding module represents a significant enhancement to our web application, one that improves our internal processing, and enables our clients to directly engage with the process. Rob Scherer, CEO of Plumb says, “We wanted to create a worry-free workflow, ensuring all aspects of the client onboarding are accurately processed in a timely manner. We also wanted to empower our clients to provide data directly into the process to improve efficiency, while keeping our experienced staff just a click or phone call away if questions arise.”

 

At Plumb we constantly strive for innovation, and we are looking forward to the success that our Onboarding Module will generate!

 

With Plumb you can have access to your bill pay data – anytime, anywhere. Contact us at sales@thinkplumb.com to learn more about our bill pay app and how Plumb can help you and your clients focus on the big picture, while we focus on your bill pay and accounting needs.