Bourgeois Boheme Fintech vs LedgeX
You are looking for alternatives to Bourgeois Bohème. Here you can compare the best Investment Management Software and other family office technologies based on our annual benchmark and comparison surveys.

Bourgeois Bohème
Category
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.
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Ledgex
Category
Portfolio Management
USA based, Ledgex Pro is comprehensive portfolio management and accounting suite designed specifically for family offices to help them with data quality & control, portfolio accounting, general ledger, performance & analytics reporting, modelling, and beneficial owner tracking.
Read moreCompany
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
- From our families, to yours’: the finance management platform for UHNWs
- BOBO’s Famex launch
- BoBo Fintech: Revolutionising Wealth Management For The New Generation Of Ultra-High-Net-Worth Individuals
- Katherine Maslova interview
- Meet BOBO: The Fintech for the Elite and Next Gen
- Lithuanian Startups Secure Country’s Largest Funding
- Bourgeois Boheme Unveils Enhanced Customisation for HNWI Spending Accounts
- Lithuania: A Hotspot for Innovation and Tech Growth
- 2024 Fintech Hype vs 2025 Reality: Forecast by Maslova of Bourgeois Boheme
- Managing Generational Shifts: How the World’s Wealthiest Families Can Adapt
Social Channels
11-50
–
2010
Privately owned
- United States of America
- Waltham, Massachusetts
–
–
$500 million – $1 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
- Single family offices
- Multi-family offices
- Complex asset owners
- 15
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 and management for all transactions and market values
- Review and approval of transaction and market value entries
- Tax lot processing and reporting
- General ledger processing
- Financial reporting
- Beneficial owner management and reporting
- Portfolio modeling
- Cash flow modeling
- Exposure monitoring and reporting
- Performance and analytics reporting
- Entity management
- Data aggregation and management
- Data confidence index reporting
- Side by Side ABOR vs IBOR Reporting
- Beneficial ownership
- Liquidity forecasting
- Entity management
- What-if/Portfolio modeling
- Exposure reporting
- Lookthru reporting
- Public funds (partnerships, offshore funds, unitized funds, mutual funds/ETFs, etc)
- Private investments (private equity, venture capital, REITs, etc)
- Any commitment-based funds
- Marketable Securities
- Trusts
- Cash and liquid assets
- Personal assets (real estate, vehicles, artwork, etc)
–
Yes
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
- Yes
SaaS
–
- Azure PaaS and IaaS
- Data feeds
- OCR integration
- CRM integration
- 3rd party general ledger systems
- Document storage solutions
- AP/Bill pay
- Data warehouse
No