Bourgeois Boheme Fintech vs Black Diamond Wealth Platform

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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.

Black Diamond Wealth Platform

Consolidated Reporting

USA-based, the Black Diamond Wealth Platform offers a cloud-based solution encompassing accounting, consolidated reporting, compliance, portfolio management, trading and data aggregation. Complete with performance reporting, portfolio rebalancing and an immersive client portal, the platform connects to a vast ecosystem of smart integrations.

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

500+

$4.633 million

2003

Owned by a larger corporation

United States of America

Jacksonville
Florida
New York
San Francisco
California

United States of America

$1.9 trillion

$1.2 billion

Client

Primary

Individual wealth owners
Single-family offices
Multi-family offices

Secondary

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

Independent financial advisors

Single-family offices
Multi-family offices
Independent financial advisors
Registered investment advisors

+1.800 firms

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.

Accounting
Consolidated reporting
Compliance (e.g. AML, KYC, regulatory reporting)
Portfolio management
Trading (execution on platform)
Trading (orders only)
Data aggregation

User interface
End client experience (client portal)
Data quality/data integrity
Exceptional service model
Billing
Trading/rebalancing
Sophisticated report output
Business intelligence

Bankable assets
Private equity
Real estate
Rare collectibles (e.g. luxury cars, boats, high-value jewelry)

RCI
SmartRIA

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

Serviced Software
SaaS

SSO & MFA (Single Sign-on and Multi-Factor Authentication)
Encryption In-Transit and At-Rest
Vulnerability and Penetration Testing
Source Code Analysis
Data Integrity Validation
Multi-Layered Endpoint Protection
Network Security including Web Application Firewall and Intrusion
Detection Secure Document Vault
Access Control (Role Based Permissions with Principle of Least-Privilege)
Firm Configurable Security Settings
Security Awareness Program

Microsoft
Linux

More than 55 pre-built integrations with other software solutions. We have a robust open API for custom integrations as well. Some key integrations are listed below:
1. – CRM: Salentica, Redtail, Salesforce
2. – Trading & rebalancing: Redblack, Blaze, iRebal
3. – Financial planning: eMoney, RightCapital, MoneyGuidePro, Advizr, Libretto
4. – Risk management: RCI, Hidden Levers
5. – Custodian: Schwab, Fidelity, Pershing, Raymond James, LPL, Goldman Sachs
6. – UMA/SMA: Adhesion, SMArtX

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Always Enabled

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