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introducing MARMOT - FINANCIAL EXPERTS FOR WOMEN

Where women invest

Take our Money Makeover Quiz for free and make the first step towards your financial goals.

Women

Enthusiastic reports from our female investors

Jula T.
Thanks to Marmots Portfolio Check, I now know that I paid too much in fees at my original bank.
Jula T.
Anne P.
Only after the portfolio check did I realize my financial optimization potential and get more for my money!
Anne P.
Fabienne S.
Thanks to the Marmot team of experts, I can now get much more out of my savings! Thank you Marmot!
Fabienne S.
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Take our FREE portfolio check to make ‘cents’ of your money goals.

MARMOT IS ON A MISSION TO Help women invest & become financially independent
It’s not only about a budget, it’s about an  investment game-plan.
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What we Do

We get more money in the hands of women+

  • 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.
Contact Us

Your financial health matters more than ever.

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Financial services for women

What we offer
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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.
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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.
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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.  
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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.
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    Take our FREE portfolio check to make ‘cents’ of your money goals.

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

    New Bank Account >New Bank Account >New Bank Account >New Bank Account >

    Take our FREE portfolio check to make ‘cents’ of your money goals.