Bourgeois Boheme Fintech vs Sharpfin

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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.

Sharpfin

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.

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

0–10

$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

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

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)

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Necessary

Always Enabled

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