Plumb Bill Pay
HQ Address
1227 Prospect Street, Suite 200, La Jolla, CA 92037, United States
Website Address
Relevant Regions
Business introduction
Clarity in accounting. Stewardship in service
We understand the unique needs of high-net-worth clients
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.
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
1996employees
51-200offices
2Type of Clients
- Asset Managers
- Bank Wealth Managers
- End Private Clients
- Family Offices
- Financial Advisors
Plumb Bill Pay 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,......
