Bourgeois Boheme Fintech vs Addepar

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Bourgeois Bohème

Accounting

BOBO Famex™ is a private financial and lifestyle platform designed for high-net-worth families and the trusted people around them. Built by two leading European family offices, BOBO was created to solve the everyday complexity that comes with managing wealth across multiple homes, people, and responsibilities.

Addepar

Consolidated Reporting

A wealth management platform that infuses transparency into complex financial information across functions and reporting, Addepar connects data, family office technology and people. The solution is designed to assist in achieving multi-generational family objectives by facilitating informed decisions through actionable insights and tailored reporting.

Founded

2018

Headquarters

Lithuania

Team Size

11-50 employees

Global Reach

While headquartered in Lithuania, BOBO Famex™ operates with a cross-border footprint and serves clients across key HNW hubs globally. The platform is designed to support families and family offices operating in multiple jurisdictions and currencies.

Top 5 Markets

United Kingdom
Germany
France
Sweden
Finland

Ownership

Privately owned by management
Backed by external investors (non-client, non-staff)

News and PR

Social Channels

800+

2009

Owned by management
External investors
Key staff have ownership

United States of America

New York
Salt Lake City
Mountain View
Edinburgh
London

United States of America
Canada
Switzerland
Brazil
United Kingdom

$4 trillion

Client

Primary

Individual wealth owners
Single-family offices
Multi-family offices

Secondary

Private banks
Fiduciary & advisory firms
Private schooling, real estate & property management companies

Single-family offices

Multi-family offices
Individual wealth owners
Independent financial advisors
Registered investment advisors
Banks

800+

Product

BoBo Essentials

Structure and simplify daily financial operations
Delegate spending securely to staff and household teams
Empower trusted individuals without compromising control and oversight
Enable financial independence for children within clear limits and parental controls
Manage lifestyle and payments through one secure hub
Streamline approvals and reduce back-and-forth admin
Consolidate oversight across properties, people, and accounts
Centralise documentation supporting household expenditure

Users

Family offices
Principals and family members
Household staff and assistants
Professional advisors and external partners

Top Features

Family & Staff Wallets
Instant Wallet Transfers
Customised Spending Controls
Authorised Access Management
Control Hub (Overview, Reporting, Reconciliation, Invoice Docs)
Delegated Payments
Wallets for Younger Family Members
Payment Cards
Payment Devices and Wearables
Unmatched Limits
Streamlined Digital Onboarding
24/7 Human Support
Dedicated Compliance Team
Lifestyle Assistance & Global Concierge
Exclusive Global Events
Preferential Travel Benefits

Reporting & Control

Real-time spend visibility
Transaction overview
Invoice and document storage
PDF & CSV data export
Role-based access for advisors, accountants, and PAs
Detailed user audit reports

Security and Technology

Available on iOS and Android
Cloud-native architecture (GDPR compliant)
Apple Pay, Google Pay, Fitbit, and Garmin Pay compatible
PCI DSS and ISO 27001 compliant
White-label ready
Secure, cloud-based hosting
End-to-end encryption across all transactions and document exchanges

Use Cases

BOBO provides tailored financial solutions for high-net-worth families, managing household expenses and urgent personal requests with a focus on security and efficiency.

Click here to explore.

Data aggregation
Portfolio management, forecasting & optimisation
Consolidated reporting
Ownership look-through
Trading & rebalancing

Data aggregation & management
Portfolio analysis
Consolidated and bespoke reporting
Governance
Client portal
Multi-custodial feeds
Look-through for complex nested ownership structures
Consolidated net worth tracking across assets, accounts, custodians, geographies and currencies

Bankable assets
Private equity
Real estate
Rare collectables (luxury cars, boats, high-value jewelry)
Cryptocurrency

FinSA/FinIA

Technology

Security

Available on iOS and Android
Cloud-native architecture (GDPR compliant)
Apple Pay, Google Pay, Fitbit, and Garmin Pay compatible
PCI DSS and ISO 27001 compliant
White-label ready
Secure, cloud-based hosting
End-to-end encryption across all transactions and document exchanges

Type Of Software

SAAS

Integrations

Not at present

Mobile App

SaaS

Hosted on AWS
2-factor authentication & single-sign-on (SSO)
Encrypted data in transit and at rest
SOC 2 Type 2 Certification

Java

CRM: Salesforce, Practifi, Salentica
Trading & rebalancing: RedBlack, Blaze
ALTs data management: PCR, Canoe, Strata
Financial planning: eMoney, MoneyGuide Pro, Libretto
Risk management: RCI, Hidden Levers, Jacobi
General ledger: QuickBooks, Sage
Custodial portals: Fidelity, Schwab, Pershing
UMA/SMA: Adhesion
Custom integrations: Addepar API Toolkit

Yes (iOS)

Privacy Overview

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For more information on our privacy practices, please visit our Privacy Policy web page: https://andsimple.co/privacy-policy/

Necessary

Always Enabled

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