Marmot - where women and families invest.s cover photo
Marmot - where women and families invest.

Marmot - where women and families invest.

Finanzdienstleistungen

Zürich, Zurich 1.815 Follower:innen

Marmot is the leading inclusive wealth manager in Switzerland for everyone.

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Marmot is the first inclusive and accessible wealth manager, We’re democratising investing and welcome anyone and everyone to demystify the world of money. We empower and inspire especially women to nurture financial freedom through wealth management and community building. We care deeply for each individual client’s personal aspirations and help them achieve their financial life goals. Founded on the success of the multi-family-office Marmot Invest AG, our mission is to democratize wealth management and building a strong community. Why is it relevant? Women represent one of the most important growing wealth segments in Switzerland with a CHF 245 billion addressable market. However, data shows that women possess less wealth, earning power and are underserved by the current wealth management system designed only for the affluent. We recognize that the market potential is high but the needs are not fully served. What do we do? Marmot is aspired to make wealth management accessible for the underserved women segment with our hybrid fintech solution. With as little as CHF 10k, women can already enjoy tailored wealth management services with a digital investment journey and in-person advisory. We offer globally diversified investment products tailored to women that are not accessible to retail investors and with low investment cost and fee. Additionally, we have an active ecosystem of female financial coaches, planners and community where women can exchange and grow in the topic of investment. Starting with an investment amount of 10,000 CHF, clients can invest via our digital wealth manager, with focus on female talent and sustainability. We are also happy to receive initiative applications!

Website
http://www.marmot.finance
Branche
Finanzdienstleistungen
Größe
11–50 Beschäftigte
Hauptsitz
Zürich, Zurich
Art
Privatunternehmen
Gegründet
2013
Spezialgebiete
Wealth management, Asset managment, Fintech, Affluent private banking, Women Finance, Expat Advisory, Asset Manager Selection, Vermögensverwaltung, unabhängiger Vermögensverwalter und Honorarberatung

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Beschäftigte von Marmot - where women and families invest.

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