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DirectoryFinance & InsuranceExternal Asset ManagementZurichMarmot Investment Office AG
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Marmot Investment Office AG

Summary

About the company

Marmot Finance offers wealth management services, including investment strategies, asset management and direct investments in various asset classes such as real estate and private equity. The focus is on serving high net worth private clients, particularly women, and providing tailored investment strategies and tools.

AI-generated
Offering

Products & services

Industry:External Asset Management
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Private Equity & Venture Capital
✓ Offered5
Wealth Management
Personalized wealth management, expert investment guidance, tailored investment strategies and financial education for women, families and other clients in Switzerland.
Digital Investment Tools
Digital investment tools for financial goal planning, portfolio assessment, investor profiling and free investment proposals.
Financial Coaching
Financial coaching and one-on-one advisory support for current financial situations, investment decisions and personalized wealth strategies.
Community & Events
Community events, webinars, fireside chats and networking formats focused on investing, financial education and market insights.
Market Report Subscription
Weekly market report subscription with simple summaries of financial markets, news and trends delivered by email.
Reviews

Aggregated rating

Aggregated rating
4.9
of 5

Aggregated from 18 reviews across all connected sources

Sources
GGoogle4.918
★TrustpilotSoon
PProvenExpertSoon

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Location

Bellerivestrasse 20
8008 Zurich
Opening hours
Mon
08:00 - 18:30
Tue
08:00 - 18:30
Wed
08:00 - 18:30
Thu
08:00 - 18:30
Fri
08:00 - 18:30
Sat
Closed
Sun
Closed

At a glance

Legal form
Corporation
UID
CHE-301.029.580
Founded
2013 · 13 years
Last commercial register change
June 20, 2024
Employees
21 to 50

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