We are thrilled to be recognized by two different organizations for our contributions to the family office accounting and bill pay space this year.

Plumb has been shortlisted for the Technology Innovator of the Year Award at Citywealth’s Magic Circle Awards – and you can vote for us by visiting this link.

We’ve also been shortlisted for the Best General Ledger System and the Best Partnership Accounting System at the Private Asset Management (PAM) Awards. We appreciate this acknowledgement from both Citywealth and PAM.

This recognition comes on the heels of a year of tremendous growth for Plumb Family Office Accounting & Bill Pay, and the development of our proprietary bill pay app. We are in great company as our fellow shortlisted firms are the best in the business, and we wish them all the luck.

We are grateful to our clients, our partners in wealth management, and our incredible Plumb team.