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INVESTING CAN BE FUN AND aligned with your MISSION -

Get your free
Money Makeover today.

Marmot is on a mission to close the gender money gaps because only good things happen when women have more money.

With our Marmot Money Makeover we will analyse your financial status and money mindset. We will advise you on money saving tips and how to avoid loosing money when investing.
Grow your Money nuggets and change the world.
It’s not only about a budget, it’s about an  investment game-plan.
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Why women should invest their money nuggets now.

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Massive pension gap
In Switzerland, 6 out of 10 women work part-time. In addition, there is a break of 4-5 years due to family planning. As a result, there is a large gap in your retirement savings. We work together on getting it on track again.
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Higher life expectancy
Women live on average 4-5 years longer than the male gender, so women need more money when they get older.
Piggy bank
No return, no assets
Savings in cash will sooner or later be eaten up by inflation, so it is important to invest  money nuggets in the stock market. Women are rather risk- averse when it comes to investing money. In many studies women score better than men when it comes to returns.

Corinne: "I am convinced that every woman can create her dream life with the help of financial education."

Marmot as your trusted investment advisor understands your financial big picture and translates your personal needs into an investment portfolio.

Our digital investing platform uses gender-specific investment needs to provide investment tips and investment strategy. Marmot serves clients living in Switzerland and clients that contact us from all of Europe.

For women+ looking to invest minimum CHF 100'000 we offer a goal- based and tailor-made private wealth management.
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Before Marmot, I felt often treated disrespectful and dishonest by banks. They did not listen to my needs and were not transparent with their results.This has luckily now changed

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Karin Sulzer • Zurich
SMART AND ETHICAL INVESTING.

How did your bank perform? Get your  results of your money-make-over.

  • Marmot has flipped the traditional approach to investing with a goal-based investment 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 and different investment cycle, combined with her current financial picture, to construct highly customized investment portfolios for each of her goals. We work closely with you to first evaluate your investment portfolio.
  • With our money-make-over you will get an immediate answer to your money mindset. Fill out the few questions and receive today the answer, how experienced you are in investing and what the next steps on your journey to financial freedom would be.
Latest Case Study

How we improved Fabienne investment situation

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Digital Community
Powerful tech platform to enable women and especially female entrepreneurs to exchange and financial education.
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We support your finance decisions from the comfort of your sofa.
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60+ years experience in banking and financial advisory

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"Having a plan is the best way to fight uncertainty."