Insights

Award-winning UHNW Plumb Bill Pay has recent recognition in UHNW Private Client Services of the Year (Citywealth Magic Circle Awards) and a strong presence in private wealth and family office circles, signaling a potential target focus on ultra-high-net-worth clients and complex wealth management needs.

RIA & Family Office With wins in Family Wealth Report Awards and emphasis on family office and bill pay services, there is a clear opportunity to cross-sell governance, outsourced accounting, and fractional CFO solutions to registered investment advisors and family office networks seeking robust, ongoing financial stewardship.

Executive Leadership Executive leadership accolades, including Anneke Stender’s recognition in Women in Wealth Technology, suggest a credibility edge for engaging institutions prioritizing diversity, female-led innovation, and technology-driven financial operations.

Mid-market scale Company size (51-200 employees) and revenue of several tens of millions position Plumb Bill Pay as a suitable target for mid-market CFO services, scalable bill pay automation, and ERP-level integrations as they expand and professionalize backend finance.

Tech-forward Existing technology stack (Sage Intacct, HubSpot, Google tools, WP Rocket, HTML5 media) indicates readiness for digital transformation initiatives; opportunities exist to upsell advanced cloud-based accounting, analytics, workflow automation, and data-driven reporting.

Similar companies to Plumb Bill Pay

Plumb Bill Pay Tech Stack

Plumb Bill Pay uses 8 technology products and services including Quickbooks Online, Microsoft Advertising, html5media, and more. Explore Plumb Bill Pay's tech stack below.

  • Quickbooks Online
    Accounting
  • Microsoft Advertising
    Advertising
  • html5media
    Audio, Video, Graphics
  • WP Rocket
    Caching
  • WordPress
    Content Management System
  • Microsoft Outlook
    Email
  • Animate.css
    UI Frameworks
  • Adobe Fonts
    Web Fonts

Media & News

Plumb Bill Pay's Email Address Formats

Plumb Bill Pay uses at least 2 format(s):
Plumb Bill Pay Email FormatsExamplePercentage
FLast@thinkplumb.comJDoe@thinkplumb.com
96%
First@thinkplumb.comJohn@thinkplumb.com
4%

Frequently Asked Questions

What is Plumb Bill Pay's stock symbol?

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Plumb Bill Pay is a publicly traded company; the company's stock symbol is PLBEX.

What is Plumb Bill Pay's official website and social media links?

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Plumb Bill Pay's official website is plumbbillpay.com and has social profiles on LinkedIn.

What is Plumb Bill Pay's NAICS code?

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Plumb Bill Pay's NAICS code is 5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services.

How many employees does Plumb Bill Pay have currently?

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As of July 2026, Plumb Bill Pay has approximately 160 employees across 5 continents, including North AmericaEuropeAsia. Key team members include Executive Assistant To Chief Executive Officer And Vice President: J. S.Training & Development Manager: A. T.Accounting Supervisor: P. T.. Explore Plumb Bill Pay's employee directory with LeadIQ.

What industry does Plumb Bill Pay belong to?

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Plumb Bill Pay operates in the Accounting industry.

What technology does Plumb Bill Pay use?

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Plumb Bill Pay's tech stack includes Quickbooks OnlineMicrosoft Advertisinghtml5mediaWP RocketWordPressMicrosoft OutlookAnimate.cssAdobe Fonts.

What is Plumb Bill Pay's email format?

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Plumb Bill Pay's email format typically follows the pattern of FLast@thinkplumb.com. Find more Plumb Bill Pay email formats with LeadIQ.

When was Plumb Bill Pay founded?

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Plumb Bill Pay was founded in 1996.
Plumb Bill Pay logo

Plumb Bill Pay

AccountingCalifornia, United States51-200 Employees

Plumb Bill Pay is a California-based accounting firm established in 1996 that began by offering outsourced, fractional Controller-level services to small and mid-sized companies. The firm expanded to include a family CFO and Bill Pay division to address a gap observed when CEOs sold or retired and lacked ongoing corporate accounting support for daily financial tasks. Serving primarily the accounting industry, Plumb Bill Pay focuses on providing clarity and stewardship through its accounting services and technology products, aiming to deliver transformational and innovative solutions for clients’ financial operations. The company is headquartered in La Jolla, California, and operates with a regional footprint that emphasizes support for business owners and executives seeking ongoing financial governance beyond traditional project-based engagements. Recent activity highlights recognition in the UHNW Private Client Services category and wins at industry awards, reflecting its involvement in and impact within the private client and wealth management space.

Section iconCompany Overview

Stock Symbol
PLBEX
NAICS Code
5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services
Founded
1996
Employees
51-200

Section iconFunding & Financials

  • $50M$100M

    Plumb Bill Pay's revenue is estimated to be in the range of $50M$100M

Section iconFunding & Financials

  • $50M$100M

    Plumb Bill Pay's revenue is estimated to be in the range of $50M$100M

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