Marmot is the first Swiss regulated and independent wealth manager dedicated to serving women. We empower and inspire 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 female 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 Finance 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!