Wealth Management for Women: The Simple Path to Financial Independence
Marmot is the first and only FINMA accredited wealth manager focused specifically on women and families in Switzerland.
Make the most of your money with Marmot.
Take our quiz to get started.
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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.
Here are 4 simple steps to start achieving your financial goals
Take our Money Makeover Quiz
Understand your money mindset and financial goals
Create an Investment Proposal
Define your financial goals and investment proposal
Meet our Experts
Our experts will work with you to create a bespoke investment strategy
Build your Wealth
Start investing with a tailored set-up, including banking services and long-term management and advice
We provide wealth management and investment coaching to suit your goals.
Cut through the jargon and make your money work for you.
Financial Services for Women and their families
Marmot Plans
Marmot Easy
Marmot Premium
Marmot Select
What our clients say
about us.
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Why invest now?
Massive pension gap
Longer life expectancy
No return, no assets
Not ready to invest yet?
The Marmot Advantage
Digital and personal
Easy and regulated
Experienced and innovative
What we do with our money has the power to change the world.
Marmot was founded to help close the gender money gap. While we cater especially to women, we gladly welcome clients of all gender identities and expressions.
Our financial advisors and investment managers likewise consider your personal values and financial goals. This results in a more accurate picture of your financial situation now and in the future, and more specific recommendations and forecasts.
We offer great investment services and tips for women+ and private wealth management for those who want to invest a minimum of CHF/USD/EUR 10'000.
Start your journey towards a financially independent future today.
absolute confidentiality.
The Finance Magazine
"Having an investment plan is the best way to fight uncertainty."
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.
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.
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