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!