Bourgeois Boheme Fintech vs Sharpfin
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.
Read more
Sharpfin
Category
Consolidated Reporting
Sharpfin digitizes KYC and AML processes for a fully compliant customer lifecycle management. Furthermore the solution consolidates data from various data sources to provide a holistic view of your clients or familys asset and performance. We take pride in providing market leading data quality to make sure that your analysis and reports are correct at any given time.
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
- 0–10
- $600k
- 2014
- Owned by management
- Kay staff also have ownership
- Clients are also owners
- External investors
- Sweden
- Stockholm
- Sweden
- Finland
- Norway
- Switzerland
- United Kingdom
- $4 billion
- $400 million
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
- Registered investment advisors
- Single-family offices
- Multi-family offices
- Individual wealth owners
- 3 SFOs
- 1 bank
- 6 RIAs
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
- CRM
- Compliance (e.g. AML, KYC, regulatory reporting)
- Portfolio management
- Data aggregation
- Risk management
- Impact/ESG reporting
- AML/KYC documentation and monitoring
- Consolidated reporting
- Calculation of management fees
- White labeled reporting and customer portal
- Depreciation reporting
- Cost reporting
- Model portfolio management and rebalancing
- Block order management
- Risk management
- Bankable assets
- Private equity
- Real estate
- Rare collectibles (e.g. luxury cars, boats, high-value jewelry)
- MiFID II
- GDPR
- FinSA/FinIA
- AIFMD
- UCITS
- 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
- Services software
- SaaS
- Two factor authentication through Yubikey or one time password
- Strong SSL encryption on all traffic
- Market unique access control to ensure that users only have access to functionalities they should
- Linux
- Java
- Active Directory
- Interfaces to a number of CRM system and accounting software
- Any other third party software through our API
- Yes (iOS, Android)