FAQs

Zermelo is a platform for institutional investors to research, request and develop custom investment solutions. We connect asset owners to leading investment providers that can partner with them to solve their investment challenges.

We aim to reduce the frictions that currently exist for asset owners that wish to partner with asset managers on a custom investment solution. Our platform makes it significantly quicker and easier to find the best investment solution for your unique needs.

Zermelo is free for both asset owners and their investment consultants.

Zermelo makes revenue from the asset managers that partner with us on the platform.

Yes. Zermelo is not an investment consultant and does not provide investment advice. 

Our platform is secure. We have an Information Security Program in place that is communicated throughout the organization. Our Information Security Program follows the criteria set forth by the SOC 2 Framework. SOC 2 is a widely known information security auditing procedure created by the American Institute of Certified Public Accountants. 

Institutional asset owners, asset managers and consultants can request a trial by sending an email to info@zermelopartners.com.