Access paths for the desk
A clearer path for business capital.
Plans are a conversation about your entity, treasury workflow, public-market access, and fit for curated private opportunities. The tiers below are illustrative and subject to confirmation during onboarding.
Talk to usStart with the entity
Tell us where your business is today and which capital workflow you want to build.
Talk to usStarter
A foundation for entity-first treasury operations.
Quote only
- Entity-first treasury onboarding
- Cash-management access such as T-bills and money-market instruments
- Foundational treasury workflow
Growth
Treasury scope with an operating workflow for public markets.
Quote only
- Everything in Starter
- Brokerage access for public stocks and ETFs
- Associated public-market operating workflow
Scale
A broader mandate for teams exploring private-market access.
Quote only
- Everything in Growth
- Curated private-deal access
- Conversation about eligibility and opportunity fit
- Illustrative access paths
- Terms confirmed during onboarding
- Entity-first conversation
Talk to us
Find the right access path for your business.
Share a little about your entity, treasury needs, or public and private-market goals. The Plumbline team will follow up with the relevant next questions.
Plumbline is continuing to finalize product policies. Access, eligibility, custody, fees, and timing are subject to onboarding documents and confirmation.