Bourgeois Boheme Fintech vs Orca

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Borgeois-Bohéme

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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orca, family office software, portfolio management software, consolidated reporting software

ORCA

Category
Governance

Developed in Switzerland, Orca offers a modern governance software that provides a secure, intuitive way to store and share sensitive financial information and reporting that facilitates productive discussions on wealth structuring, tax, compliance, succession planning, family reporting and more.

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Company
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

  • 0–20


–


  • 2017


  • Owned by management
  • Key staff also have ownership
  • External investors (neither clients nor staff)


  • Switzerland


  • Zurich


  • Switzerland
  • United States of America
  • Liechtenstein
  • Germany
  • Hong Kong


-


  • According to our high-security standards, ORCA can not access
    and see client data.

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
  • Trust companies
  • Corporations
  • Investment companies


  • Law 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.


  • Consolidated reporting
  • Compliance
  • Governance
  • Data aggregation


  • Structured charts
  • Automated way of forwarding documents via Email into software
  • Balance sheet in a simple format
  • Collaboration of readers and editors


  • Private equity
  • Bankable assets
  • Real estate
  • Rare collectibles


  • GDPR


  • 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


  • Encryption and decryption (256-bit) of data takes place in cleint’s browser
  • Encryption and decryption (256-bit) of data is only possible with knowledge of password
  • 2FA process


  • Own software ecosystem


-


  • No