Marmot - where women AND FAMILIES invest.

Wealth Management for Women: The Simple Path to Financial Independence

Marmot is the first FINMA-accredited wealth manager in Switzerland dedicated to serving women.

Make the most of your money with Marmot. 
Take our Money Makeover Quiz to get started. 

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What we Do

Empowering women in their financial journey

Marmot, a Zurich-based company, makes wealth management easier to access, simplifying the process to deliver results for women and their families.
Our goal-based approach ensures good results that align with your life goals.
Go beyond the jargon. Invest in your tomorrow.

How do i get started?

Here are the 4 simple steps to start achieving your financial goals

Hand holding smartphone displaying bar chart and bullet points on screen.
1

Take our Money Makeover Quiz

Understand your money mindset and financial goals

A stylized pie chart resembling a planet in space, surrounded by twinkling stars, on a black background.
2

Create an Investment Proposal

Define your financial goals and concrete investment proposal

Illustration of a woman with a bun, wearing earrings and holding a tablet with a scribble on it.
3

Meet our Experts

Our experts will work with you to create a bespoke investment strategy

4

Build your Wealth

Start investing with a tailored set-up, including banking services and long-term advice

What we offer

Financial Services for Women and their families

We provide wealth management and investment coaching to suit your goals.

Cut through the jargon and make your money work for you.

What does it cost

 Marmot Plans

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Marmot Easy

Investment strategy with 9 different risk-return profiles
Online customer support with personal onboarding
Worldwide diversification
Ongoing portfolio optimization
Sustainability reporting
Membership in Marmot Community
ETFs
from 10'000 CHF/ EUR / USD
Management fee of 0.65% p.a.
Popular
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Marmot Premium

Individual Investment strategy
Investment strategy with focus on sustainability / equality / best talents
Personal customer service
Worldwide diversification
Ongoing portfolio optimization
Sustainability reporting / focus
Premium-Membership in Marmot Community
ETF, active funds
from 100'000 CHF/ EUR / USD
Management fee of 1.0 to 0.8% p.a.
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Marmot Select

Tailor-made investment strategies with criteria / restrictions according to own specifications
Personal CIO- Consulting
Worldwide diversification
Ongoing portfolio optimization
Sustainability reporting / focus
Tactical management
Select-Membership in Marmot Community
ETF and active funds
from 1 Mio. CHF/ EUR / USD
Management fee of 0.8 to 0.4% p.a.
Institutional costs

What our clients say
about us.

Thanks to the Marmot team of experts, I can now get much more out of my savings! Thank you Marmot!
Fabienne-Louise Freitas
View Full Client Story ->
Thanks to Marmot's Portfolio Check, I now know that I paid too much in fees at my original bank.
Carina Kümmeke
View Full Client Story ->
Only after the Marmot Money Make-Over did I realize my financial optimization potential and now get more for my money!
Céline Goreng
View Full Client Story ->
Marmot supported me in setting my financial goals, digesting my separation and investing smart for me and my kids.
Anna Sulzer
View Full Client Story ->
Marmot's digital offering was easy and fun to start with. I am busy at work and appreciated their transparent and easy approach.
Dr. Marina Thomas
View Full Client Story ->
When my uncle passed away, i felt very sad and overwhelmed with her inheritance. Marmot advised me how use the inheritance for a good cause.
Sofia Klocker
View Full Client Story ->

Why Invest Now?

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Massive Pension Gap

Did you know that in Switzerland, about 6 out of 10 women only work part-time? Add a break of approximately 4 to 5 years to that, to focus on family, and you find yourself with a massive gender gap in retirement savings. Don’t let being a woman stop you from maximising your savings. Create a financial plan, plan your finances and invest now, sooner rather than later in life.
Gekritzelte Illustration eines Sessels

Longer Life Expectancy

Women live longer than men. So expect to outlive your male peers by about 4 to 5 years. That is half a decade’s worth of money that you need to set aside when you are older. At Marmot, we keep that in mind as we work with you to invest your hard-earned money for maximum yields. We want you to live comfortably in your retirement years, however long you live.
Gekritzelte Illustration eines Sparschweins

No Return, No Assets

Women tend to be more risk-averse than men when it comes to financial investments. We understand that, so we help you calculate risks in a clear way. After all, cash savings are more often than not lost through inflation. In many studies, women outperform men in returns on investment, so why not take this chance to invest money now for your future?
OUR COMMUNITY OF Women in Finance

Not ready to invest yet?

We help you to start learning

We have successfully supported more than 350 women on their journey to financial independence.

We provide investment advice and financial coaching to suit your needs. We know that investing in stock markets can be daunting, but don’t worry; we’re here to answer all your questions.

The Marmot Advantage

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Personal & Digital

Together with a dynamic tech platform, we empower women to invest, connect, and learn.
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Easy & Regulated

As a regulated financial institution, we support your investment decisions from the comfort of your own sofa.
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Experienced & Innovative

With over 80 years of experience in banking and financial advisory, we remain driven by a strong passion for innovation.

What we do with our money has the power to change the world.

Marmot was founded with the mission to help close the gender money gap. While our focus is on supporting women, we warmly welcome clients of all gender identities and expressions.

Our financial advisors and investment managers take into account your personal values, circumstances and financial goals, providing a clearer understanding of your current financial situation and future outlook.

We provide exceptional investment services and advice for women+ and offer private wealth management for those looking to invest a minimum of CHF/USD/EUR 10,000.

Contact Us

Start your journey towards a financially independent future today.

We assure that your data will be treated with the utmost confidentiality
in accordance with privacy laws and regulations.
get started now

"Having an investment plan is the best way to fight uncertainty."

Bild von Tom Kümmeke

Arrange a call with
Tom Kümmeke

Tom is Co-Founder of Marmot and has well over 10 years’ experience in wealth management strategy and advisory.

He focuses on integrated and personlized wealth management including investment strategies and entrepreneurial direct investments in wealth classes such as real estate and private equity.

Book a call

I speak 🇩🇪 🇬🇧

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Arrange a call with
Georgia von Gleichen

Georgia is an experienced management consultant in the financial services & information technology industry and former private banker, who became a passionate social impact entrepreneur and wealth advisor.

Georgia has served major financial service institutions in DACH, including UBS, Credit Suisse, and Berenberg.

Book a call

I speak 🇩🇪 🇬🇧 🇨🇭

Get in touch

Get in touch with us today

We will hep you maximize your money.
Please provide any detail on your project requirements.
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
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Marmot - where women AND FAMILIES invest

Your Money, Your Goals
Our Expertise

Marmot is the first and only FINMA accredited wealth manager focused specifically on women and families in Switzerland.

what we do

Steps to achieve your financial goals

Here are the 4 simple steps to start achieving your financial goals

Hand holding smartphone displaying bar chart and bullet points on screen.

Take our Money Makeover Quiz

Understand your money mindset and financial goals.

Take the Quiz
A stylized pie chart resembling a planet in space, surrounded by twinkling stars, on a black background.

Create an Investment Proposal

Define your financial goals and concrete investment proposal

Take the Quiz
Wealth Management Professional Zurich

Meet our Experts

Our experts will work with you to create a bespoke investment strategy

Take the Quiz
Woman and money

Build your Wealth

Start investing with a tailored set-up, including banking services and long-term advice

Take the Quiz
Partnering for Growth

Why Chose Marmot?

Simplified Wealth

We make finances stress-free with expert strategies, helping you grow your wealth and secure a thriving financial future.

Independent Advice

Marmot is independent and client-first, with no hidden agendas - just transparent, financial solutions.

Personalized Strategy

We adapt to your evolving life stages, ensuring your investments grow with your changing financial needs.

Relax While Your Wealth Grows

Our expert team manages your portfolio, freeing you to focus on what 
matters while your wealth thrives.

Trusted Partnership

We build open, approachable relationships to align your financial goals 
and values seamlessly

Educating for the Future

Knowledge is power. We equip you with knowledge  to make confident financial decisions and secure your future.

what we offer

Marmot Plans

Marmot Easy

Starting from 10’000 CHF / EUR / USD
Start the Quiz

Investment strategy with 9 different risk-return profiles

Online customer support with personal onboarding

Worldwide diversification

Ongoing portfolio optimization

Sustainability reporting

Membership in Marmot Community

ETFs

From 10'000 CHF/ EUR / USD

Management fee of 0.65% p.a.

Annual Management Fee of 1.0 - 0-8%

Marmot Premium

Starting from 100’000 CHF / EUR / USD
Start the Quiz

Individual Investment strategy

Investment strategy with focus on sustainability / equality / best talents

Personal customer service

Worldwide diversification

Ongoing portfolio optimization

Sustainability reporting / focus

Premium-Membership in Marmot Community

From 100'000 CHF/ EUR / USD

Management fee of 1.0 to 0.8% p.a.

Annual Management Fee of 1.0 - 0-8%

Marmot Select

Starting from 1M CHF / EUR / USD
Schedule a Consultation

Tailor-made investment strategies with criteria / restrictions according to own specifications

Personal CIO- Consulting

Worldwide diversification

Ongoing portfolio optimization

Sustainability reporting / focus

Membership in Marmot Community

Select-Membership in Marmot Community

ETF and active funds

Management fee of 0.65% p.a.

from 1 Mio. CHF/ EUR / USD

Management fee of 0.8 to 0.4% p.a.

Institutional costs

Annual Management Fee of 1.0 - 0-8%
testimonials

What Our Clients Say About Us

More Client Stories

Marmot supported me in setting my financial goals, digesting my separation and investing smart for me and my kids.

Anna Sulzer
Lawyer & Banker

When my uncle passed away, i felt very sad and overwhelmed with her inheritance. Marmot advised me how use the inheritance for a good cause.

Sofia Klocker
Young Marketing Manager

Marmot's digital offering was easy and fun to start with. I am busy at work and appreciated their transparent and easy approach.

Dr. Marina Thomas
Medical doctor / dentist

Marmot supported me in setting my financial goals, digesting my separation and investing smart for me and my kids.

Anna Sulzer
Lawyer & Banker

When my uncle passed away, i felt very sad and overwhelmed with her inheritance. Marmot advised me how use the inheritance for a good cause.

Sofia Klocker
Young Marketing Manager

Marmot's digital offering was easy and fun to start with. I am busy at work and appreciated their transparent and easy approach.

Dr. Marina Thomas
Medical doctor / dentist

Thanks to Marmot's Portfolio Check, I now know that I paid too much in fees at my original bank.

Carina Kümmeke
Founder of Upscale Interiors

Thanks to the Marmot team of experts, I can now get much more out of my savings! Thank you Marmot!

Fabienne-Louise Freitas
Founder of a communication and marketing agency

Only after the Marmot Money Make-Over did I realize my financial optimization potential and now get more for my money!

Céline Goreng
Designer

Thanks to Marmot's Portfolio Check, I now know that I paid too much in fees at my original bank.

Carina Kümmeke
Founder of Upscale Interiors

Thanks to the Marmot team of experts, I can now get much more out of my savings! Thank you Marmot!

Fabienne-Louise Freitas
Founder of a communication and marketing agency

Only after the Marmot Money Make-Over did I realize my financial optimization potential and now get more for my money!

Céline Goreng
Designer

Why Invest Now?

Massive Pension Gap

Did you know that in Switzerland, about 6 out of 10 women only work part-time? Add a break of approximately 4 to 5 years to that, to focus on family, and you find yourself with a massive gender gap in retirement savings. Don’t let being a woman stop you from maximising your savings. Create a financial plan, plan your finances and invest now, sooner rather than later in life.

Longer Life Expectancy

Women live longer than men. So expect to outlive your male peers by about 4 to 5 years. That is half a decade’s worth of money that you need to set aside when you are older. At Marmot, we keep that in mind as we work with you to invest your hard-earned money for maximum yields. We want you to live comfortably in your retirement years, however long you live.

No Return, No Assets

Women tend to be more risk-averse than men when it comes to financial investments. We understand that, so we help you calculate risks in a clear way. After all, cash savings are more often than not lost through inflation. In many studies, women outperform men in returns on investment, so why not take this chance to invest money now for your future?

Contact us

Contact us today to start your journey towards a financially independent, secure future.

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

We have successfully supported more than 350 women on their journey to financial independence.  

We partner with women to achieve their financial goals, providing expert guidance and support every step of the way. From building a secure future to maximizing  returns, we're here to help you take control of your investments.

The Marmot Advantage

Personal & Digital

Together with a dynamic tech platform, we empower women to invest, connect, and learn.

Easy & Regulated

As a regulated financial institution, we support your investment decisions from the comfort of your own sofa.

Experienced & Innovative

With over 80 years of experience in banking and financial advisory, we remain driven by a strong passion for innovation.

Francesca Barbara-Ecket

Investment Coach

How We Invest Shapes the Future.

At Marmot, we help women and their families take control of their wealth with personalized investment services, expert financial advice, and a strong community

As Switzerland’s first independent wealth manager for women, we bridge the gender wealth gap with tailored solutions and a hybrid approach—combining personal guidance with  digital tools.

Whether you're starting your investment journey or managing significant wealth, we offer seamless, expert-driven financial strategies.

Contact us

Your Financial Success Starts with Smart Investing.

Contact Us

We assure that your data will be treated with the utmost confidentiality in accordance with privacy laws and regulations.

get started now

"Having an investment plan is the best way to fight uncertainty."

Arrange call with

Tom Kümmeke

Tom is Co-Founder of Marmot and has well over 10 years’ experience in wealth management strategy and advisory.



He focuses on integrated and personlized wealth management including investment strategies and entrepreneurial direct investments in wealth classes such as real estate and private equity.

Arrange call with

Georgia von Gleichen

Georgia is an experienced management consultant in the financial services & information technology industry and former private banker, who became a passionate social impact entrepreneur and wealth advisor.



Georgia has served major financial service institutions in DACH, including UBS, Credit Suisse, and Berenberg.

Get in touch

Get in touch with us today

We will hep you maximize your money
Send us a message
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
arrow up