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Über das Unternehmen
Marmot Finance is a modern and inclusive wealth manager, designed to make high-quality investment services more accessible—especially to women who have traditionally been underserved by the financial industry. With a strong focus on personal goals and long-term financial planning, we provide tailored wealth management and advisory services that combine digital tools with human expertise. Built on the foundation of the established multi-family office Marmot Invest AG, Marmot Finance brings professional wealth management to a broader audience, starting from an investment amount of CHF 10,000. Our offering includes globally diversified investment portfolios, personalized advice, and an active community of female financial planners, coaches, and investors. Why now? In Switzerland, women represent a rapidly growing wealth segment with an addressable market of CHF 245 billion. Yet many still face barriers to accessing the right financial services. At Marmot, we’re addressing this gap with an approach that’s accessible, cost-effective, and attuned to real-life goals—not just returns. Whether you’re just getting started or looking to grow your wealth with intention, Marmot offers a trusted