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Plumb

HQ Address

1227 Prospect Street, Suite 200, La Jolla, CA 92037, United States

Website Address

www.plumbbillpay.com

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Business introduction

Plumb delivers high-touch technology family office bill pay and accounting services

Plumb Bill Pay is a high-touch technology family office bill pay and accounting service provider whose services are custom designed to meet the needs of high-net-worth and ultra-high-net-worth clients

We understand the unique needs of high-net-worth clients
For over two decades, we have been helping high-net-worth clients achieve greater levels of personal freedom to savour their time and enjoy their lifestyles. By providing expert advice and innovative technology solutions to streamline, simplify and centralize day-to-day financial operations, we act as an extension of your financial team, supporting individuals and families with our analytical and proactive approach to bill pay.

 

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Plumb Bill Pay App overview

27/11/2023

The proprietary Plumb Bill Pay App is designed specifically for our High-Net-Worth Individuals (HNWI) and their trusted advisers. This secure and innovative app provides a comprehensive dashboard, six-month projected cash......

Business Overview

Plumb Bill Pay was developed by financial experts and accounting professionals with a deep understanding of the unique needs of high-net-worth individuals and families. Our proven processes are implemented by experienced accounts payable teams who are dedicated to reducing the time and resource drain of day-to-day bill management. We become an extension of your team, treating each of your clients and concerns like our own.

Our mission is to maintain astute customer attentiveness and forward-thinking to tailor our services to the specific needs of every client, delivering the most optimal results. We do this by following the Plumb Way - our 13 principles that guide us to deliver a truly white glove service.

Customers

Comprehensive Bill Pay Services for Families & Individuals
Partner with a trusted accounting team to consolidate your expenses into a single account that is securely managed on your behalf. Plumb personal bill management services are ideal for busy families, entrepreneurs, elderly individuals and busy international travelers. We oversee all of your monthly personal expenses, initiate payments, and reconcile your accounts. You and/or your designated representative maintain any-time access, issue approvals, and receive comprehensive reports through our secure platform.

Supporting Your Relationship with Your Personal Financial Team
Plumb personal bill management services alleviate the burden on your personal financial team to supervise the details of your monthly personal bills and expenses, so the focus stays on their relationship with you. Depending on the need and the complexity of your financial affairs, you can utilize Plumb bill pay as a stand-alone service or in conjunction with financial reporting, budgeting or tracking. Plumb manages the day-to-day, so your financial team can focus on the big picture.

Partners

We partner with trusted RIAs, financial advisors, financial institutions, and high-net-worth individuals to provide best-in-class family office bill pay and accounting services.

Key Data

Year founded
1996
employees
51-200
offices
4
Type of Clients
  • Asset Managers
  • Bank Wealth Managers
  • Digital Wealth Manager
  • End Private Clients
  • Family Offices
  • Financial Advisors

Plumb Solutions

Plumb Bill Pay

Personal bill pay made simple Outsource your personal bill payment needs to accounting experts and ensure that your bills are paid on time, every time. Using our secure personal bill pay services, your bills are monitored for discrepancies, tracked closely and reconciled accurately. By offloading your bill payments to trusted professionals,......

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