Complementa

St. Gallen, Switzerland Founded: 1984 • Age: 42 yrs Acquired By Zurcher Kantonalbank
Investment management services are provided to clients worldwide.
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About Complementa

Complementa is a company based in St. Gallen (Switzerland) founded in 1984 was acquired by Zurcher Kantonalbank in July 2024.. Complementa offers products and services including Investment Reporting, Investment Controlling, Investment Consulting, Investment Accounting, and ESG Services. Complementa operates in a competitive market with competitors including Investec, FNZ, UBS, Bank of America and Swiss Life, among others.

  • Headquarter St. Gallen, Switzerland
  • Sectors
    Financial Services
  • Phone
    *********
  • Website
    *********
  • Social
    *********
Operational Areas
Financial Services → Investment Management & Advisory
Key Metrics
  • Annual Revenue
  • Net Profit
  • EBITDA
  • Latest Funding Round
  • Investors
  • Employee Count
    Employee Count
  • Acquired by
    Zurcher Kantonalbank

    & 1 more

    (Jul 26, 2024)

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Products & Services of Complementa

Complementa offers a comprehensive portfolio of products and services, including Investment Reporting, Investment Controlling, Investment Consulting, Investment Accounting, and ESG Services. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.

Primary

Provides consolidated reporting for investment strategies.

Monitors and manages investment performance effectively.

Assists in strategy determination and manager selection.

Handles accounting for investment portfolios accurately.

Offers tools for sustainable and ethical investments.

People of Complementa
Headcount 50-200
Employee Profiles 6
Employee Profiles
People
Marco Zimmermann
Analyst Investment Controlling/consulting
People
Heinz Bruno Rothacher
Chief Executive Officer
People
Frank Sikora
Senior Investment-consultant/controller
People
Oliver Gmuender
Head Of Relationship Management

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Funding Insights of Complementa

Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Investors in Complementa

Complementa has secured backing from 2 investors, including institutional investors. Prominent investors backing the company include State Street and Zurcher Kantonalbank. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.

All
Institutional
Investor Description Founded Year Domain Location
Financial services are provided to asset managers worldwide.
Founded Year Domain Location
Commercial banking services are provided across Switzerland by Zurcher Kantonalbank.
Founded Year Domain Location
Investor Description Founded Year Domain Location
Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
Founded Year Domain Location
Startup ecosystems are ignited through strategic investments by Signite Partners.
Founded Year Domain Location
Venture capital is directed toward companies in multiple sectors.
Founded Year Domain Location
Venture capital is invested in cybersecurity, fintech, and AI startups.
Founded Year Domain Location

Investments & Acquisitions by Complementa

Investments
Company Name Description Domain Location Founded Year Amount
Bionic investment advisor platform
2016
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Fine Asian gourmet food is offered by an internet-first restaurant.
2016

Financial Statements - Complementa

Tata Steel revenue growth over time
Tata Steel profit and loss trends over time
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Complementa Comparisons

Employees
+
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Competitors of Complementa

Complementa operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Investec, FNZ, UBS, Bank of America and Swiss Life, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.

Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Global banking, investment, and wealth management services are offered worldwide.
domain founded_year HQ Location
Wealth management solutions are delivered for asset managers.
domain founded_year HQ Location
Financial services are provided globally by UBS for wealth management.
domain founded_year HQ Location
Commercial banking and asset management services are offered worldwide.
domain founded_year HQ Location
Provider of asset management, pensions, financial planning, health insurance, and mortgages
domain founded_year HQ Location
Platform offering business intelligence solutions that combine data and actionable analytics for clients
Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Multiple services are booked via an app-based platform.
domain founded_year HQ Location
On-demand services are booked through an app-based platform.
domain founded_year HQ Location
App based platform offering on demand delivery and ride-hailing services
domain founded_year HQ Location
Operates an on-demand hyperlocal delivery app for food and groceries.

Latest news on Complementa

Frequently Asked Questions about Complementa

When was Complementa founded?

Complementa was founded in 1984.

Where is Complementa located?

Complementa is headquartered in St. Gallen, Switzerland. It is registered at St. Gallen, St. Gallen, Switzerland.

What does Complementa do?

Complementa was founded in 1984 and is headquartered in St Gallen, Switzerland. Operations focus on the financial services sector, where investment management is handled for institutional and private clients. Services encompass portfolio management, advisory on asset allocation, and risk assessment. The firm operates primarily in Europe, with assets under management exceeding several billion Swiss francs. Regulatory compliance is maintained under Swiss financial authorities.

Who are the top competitors of Complementa?

Complementa's top competitors include Investec, Goldman Sachs and S&P Global.

What products or services does Complementa offer?

Complementa offers Investment Reporting, Investment Controlling, Investment Consulting, Investment Accounting, and ESG Services.

Who are Complementa's investors?

Complementa has 2 investors. Key investors include State Street, and Zurcher Kantonalbank.

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