Marmot has flipped the traditional approach to investing with a real-life, goal-based approach. Clients select personal financial goals such as buying a home, starting a business, raising a family, and retiring well, among others.
Marmot is unique in taking into account a woman’s longer lifespan, different salary curves and current financial situation, to construct highly customised investment portfolios to reach financial goals.
Marmot’s unique algorithms are designed to get the client to her goal number or better in 70% of market scenarios. Marmot financial advisors are the best in the business of making women money.
Expert financial advice for women: We give you financial advice & financial coaching to make you a money boss. Our team is made of women like yourself, who are accredited financial experts and leaders in the financial industry.
Investment solutions for women: We get you a personal investment plan tailored to your personality type, current & future money goals. Our investment solutions include ETFs, managed funds, shares, bonds and more.
Wealth & asset management for women: Our financial analysts help you manage your money and assets to maximise your returns. We help you sustain and grow your money using unique investment strategies tailored to your needs, values and goals.
Financial education for women: We give you the tools and knowledge to improve your financial literacy. This means having a cognitive understanding of financial components and skills like budgeting, investing, borrowing, taxation, and personal financial management.
In Switzerland, 6 out of 10 women work part-time. In addition, there is approx. a break of 4-5 years due to family planning. As a result, there is a gap in your retirement savings. One of the best ways to bridge this gender gap, is by financial planning and investing money sooner rather than later in life.
Longer life expectancy
Women live on average 4-5 years longer than men, so women need more money when they grow older. We work together to invest your money for the yield you need to live financially free now and in the future.
No return, no assets
Savings in cash will sooner or later be eaten up by inflation, so it is important to invest money in the stock market. Women are rather risk-averse when it comes to investing money. Though in many studies women perform better than men when it comes to returns.
Before working with Marmot, I often felt disrespected and treated dishonestly by banks. They did not listen to my needs and were not transparent with results. Now, this has luckily changed.
Karin Sulzer • Zurich
A powerful tech platform to enable women and especially female entrepreneurs to connect and learn.
We support your finance decisions from the comfort of your sofa.
60+ years experience in banking and financial advisory.
Our monthly price for hassle-free and mission-aligned investing.
Your Marmot fee
That's 0.68% per year.
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What we do with our money has the power to change the world.
Marmot was founded to help close the gender money gap, but we welcome clients of all gender identities and expressions.
Our digital investing platform uses gender-specific salary curves and longevity data to provide personalized recommendations and forecasts for your goals. Marmot serves clients living in Switzerland, and clients that contact us from all over Europe.
For women+ looking to invest a minimum of CHF 100K+ we offer goal-based private wealth management.