Start Financial Goal Planner!
You get the quiz results by e-mail

Congrats! Now you are ready to reach your financial goals

Continue with our Financial Goal Planner to receive your personalized investment proposal.

Start Financial Goal Planner!

We guarantee that we will keep your data
absolutely confidential.

Women
Marmot has been Featured in
NZZManager MagazinBilanzHandelszeitungBilanz

Your benefits of our
Financial Goal Planner

1

Analysis on your current financial goals

2

Gain clarity  legal / financial framework of goals (e.g. how to obtain mortgage if you buy property)

3

Receive your investment proposal to build your wealth to achieve your financial goal faster

4

Access best practices from successful women investors in the Marmot community.👸

Start Financial Goal Planner!

We guarantee that we will treat your data with
absolute confidentiality.

How to set financial goals you
can (actually) achieve

Magic fairy dust with a dash of hope? 🧚🏽🤞✨Please don't be guided by the "principle of hope“. Instead, use our digital investment platform, to invest your money optimally for the future.

Step 1

Check out our App and define your financial goals

Step 2

Understand key performance metrics to achieve your financial goals.

Step 3

Get a personalized investment proposal without putting the money you've earned at risk.
Start Financial Goal Planner!

We guarantee that we will treat your data with absolute confidentiality. We are bound to Swiss Bank Secrecy.

We already successfully supported 350+ women 
becoming financial independent

Want to make more of your savings, but often lack the courage, confidence or know-how to put your plans into action?
Read on to find out how over 350+ female investors are already benefiting from Marmot's digital investment platform.

Start Financial Goal Planner!

We guarantee that we will treat your data with
absolute confidentiality,
bound to Swiss Banking secrecy.

Celine
what OUR CLIENTS say

Celine Goreng

Interior Designer, Zurich 

Before Marmot, I often felt disrespected and dishoned by banks. They did not listen to my needs and were not transparent with their results.

What I find particularly unique is the community spirit! It keeps me on the track.

what our Clients say

Verena Studer

Management Consultant, Bern 

I became aware of Marmot through a (very informative!) quiz. Since then, I invest my money with the help of the Marmot process and finally I have a clear conscience.

In the personal conversation I always felt comfortable, because a lot of time was taken for questions and all points were explained to me in great detail. Kind regards from Bern.

Verena Studer
Maria Wyss
what our Clients say

Maria Wyss

Privatier, Geneva

Very dedicated team, unique service and fun to be a part of. Depending on my needs, I have the possibility to align my investment strategy - without compromise.

So, very clear recommendation! 6/5 stars.

Start Financial Goal Planner!

We guarantee that we will treat your data with
absolute confidentiality.

About Marmot

Marmot is revolutionising the investment process for women with a goal-oriented approach and has had the privilege of guiding over 350+
women on the path to financial independence.

What is Marmot?

Marmot is the first digital investment platform in Switzerland focusing on Women.

Our goal is to empower Women financially through financial education and investments that fit their current situation and personal real-life goals.

Our mission

Marmot’s head office is in Zurich, but our team works across all of Europe – and it’s growing every month! From the engineers who craft it our product and the security experts who protect it to the wealth manager service reps who advise you, Marmot  brings an incredibly diverse mix of people together to solve our customer’s problems and build a better wealth management platform for everyone.
women
Digital
A powerful tech platform to enable women and especially female investors
to connect and learn.
message
Easy
We support your financial decisions from the comfort of your sofa.
winner cup
Experienced
80+ years experience in banking and financial advisory.

Developed with leading female investment experts

Benefit from an excellent network to leading female financial experts.
We help you preserve and grow your money using unique investment strategies tailored to your needs, values and goals.

Beatrice Jacot
Beatrice Jacot
Ambassadorin, ehemalige UBS-Führungskraft, Gründerin der UBS Women's Wealth Academy & Investment Coach
Darshana Salvisberg
Darshana Salvisberg
Entrepreneur & Ambassador
Haneen Alkharashi
Haneen Alkharashi
Ambassadorin & Investor
Ravinala Salem
Ravinala Salem
Wealth Management & Ambassador
Christiane von Hardenberg
Christiane von Hardenberg
Ambassador, Investor & Bestseller-Author
Marina Schubert
Marina Schubert
Ambassadorin & Rechtsanwältin & Investment Coach
Marina Viergutz
Marina Viergutz
Ambassadorin, Investorin & Beraterin
Samantha Wong
Samantha Wong
Ambassador & Advisor

It is not about a budget-plan, it is  about an investment plan!

We give you the tools and knowledge to grow your wealth for the long term. Take the quiz now and get the investment plan that
best fits your needs, values and goals.

Start Financial Goal Planner!

We guarantee that we will treat your data with
absolute confidentiality.