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
- SectorsFinancial Services
- Website complementa.ch
- Social LinkedIn X
- Acquired by State Street (Oct 2011)
- InvestorsState Street
& 1 more
- Acquired by
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.
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.
Investors in Complementa
Complementa has secured backing from 2 investors, including institutional investors. Prominent investors backing the company include State Street and Zurcher Kantonalbank.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Financial services are provided to asset managers worldwide. | 1792 | statestreet.com | Boston, United States | |
Commercial banking services are provided across Switzerland by Zurcher Kantonalbank. | 1870 | zkb.ch | Zurich, Switzerland |
Investor details for Complementa
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People of Complementa
6 people are tracked at Complementa (3 in leadership, 3 in team).
| Name | Role | Group |
|---|---|---|
Heinz Bruno Rothacher | Chief Executive Officer | Leadership |
Oliver Gmuender | Head Of Relationship Management | Leadership |
Thomas Breitenmoser | Head Investment-consulting/controlling | Leadership |
Marco Zimmermann | Analyst Investment Controlling/consulting | Team |
Frank Sikora | Senior Investment-consultant/controller | Team |
Stephanie Hebeisen | Client Services | Team |
Complete people profiles for Complementa
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Timeline of Complementa
3 dated milestones of Complementa across 40 years, from founding to its latest funding, stage changes and deals.
- Founded Complementa is founded.
- Exit Acquired by State Street.
- Exit Acquired by Zurcher Kantonalbank.
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.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| investec.com | 1974 | London, United Kingdom | – | 9,444 | Global banking, investment, and wealth management services are offered worldwide. | |
| fnz.com | 2003 | London, United Kingdom | $1.9B | 954 | Wealth management solutions are delivered for asset managers. | |
| ubs.com | 1862 | Zurich, Switzerland | – | 62,537 | Financial services are provided globally by UBS for wealth management. | |
| bankofamerica.com | 1904 | Charlotte, United States | – | 208,000 | Commercial banking and asset management services are offered worldwide. | |
| swisslife.com | 1857 | Zurich, Switzerland | – | 8,000 | Provider of asset management, pensions, financial planning, health insurance, and mortgages | |
| spglobal.com | 1917 | New York, United States | $8M | 5,000 | Platform offering business intelligence solutions that combine data and actionable analytics for clients | |
| statestreet.com | 1792 | Boston, United States | – | 46,000 | Financial services are provided to asset managers worldwide. | |
| goldmansachs.com | 1869 | New York, United States | – | 333 | Investment banking services are delivered across multiple financial sectors. | |
| fisglobal.com | 1968 | Jacksonville, United States | – | 22,604 | Software suites for banks and financial institutions are provided. | |
| credit-suisse.com | 1856 | Zurich, Switzerland | – | 37 | Wealth management, asset management, and investment banking services are offered. |
Detailed competitors of Complementa
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Web traffic of Complementa
The website of Complementa (complementa.ch) receives about 2.1K visits a month.
- Monthly visits2.1K
▼ 15.5% vs previous month
Latest news on Complementa
Complete news archive for Complementa
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Similar companies to Complementa
10 companies that operate in the same segment as Complementa (Asset Management), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | – | – | |
Provides mutual funds management and financial advisory services. | 1987 | Mumbai, Maharashtra, India | – | – | – | |
Global banking, investment, and wealth management services are offered worldwide. | 1974 | London, England, United Kingdom | – | USD 6.37 B | 7,550 | |
Insurance, banking, and wealth management services are provided worldwide. | 1816 | Paris, France | – | USD 128.35 B | 100,040 | |
Diversified investment management services are offered across multiple asset classes. | 2001 | Rio De Janeiro, Rio De Janeiro, Brazil | USD 273 M | – | – | |
Mutual funds, portfolio management, and retirement planning services are offered. | 2001 | Mumbai, Maharashtra, India | USD 142.4 M | USD 180.76 M | 1,840 | |
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | – | USD 126.21 B | 46,500 | |
Universal banking and financial advisory services are provided globally. | 1865 | London, England, United Kingdom | – | USD 141.4 B | 211,000 | |
Insurance and asset management services are offered in multiple regions. | 1696 | London, England, United Kingdom | – | USD 78.79 B | 29,090 | |
Online platform for stock trading, mutual funds, and investment tools. | 1994 | Mumbai, Maharashtra, India | – | – | – |
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Frequently Asked Questions about Complementa
Complementa was founded in 1984.
Complementa is headquartered in St. Gallen, Switzerland. It is registered at St. Gallen, St. Gallen, Switzerland.
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.
Complementa's top competitors include Investec, Goldman Sachs and S&P Global.
Complementa offers Investment Reporting, Investment Controlling, Investment Consulting, Investment Accounting, and ESG Services.
Complementa has 2 investors. Key investors include State Street, and Zurcher Kantonalbank.
Yes. Complementa was acquired by State Street in October 2011.