Complementa AG logo — Investment-Consulting/Controlling und Multi Custody Services...

Complementa AG

Investment-Consulting/Controlling und Multi Custody Services für institutionelle Investoren.

Founded 1984 Switzerland Switzerland 46 employees Financial Services, Wealth Management

General Information

Company Name Complementa AG
Founded Year 1984
Location Switzerland Switzerland
Employees 46
Industries Financial Services, Wealth Management
Social

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About Complementa AG

Complementa AG

Complementa AG, founded in 1984 and headquartered in Switzerland, provides financial and organizational guidance to institutional investors and affluent individuals. With a focus on representing the interests of its clientele, the company offers expertise in strategy and execution across various investment classes. Complementa AG's services include investment consulting, controlling, reporting, ALM studies, securities and financial accounting, and ESG services, serving approximately 200 investors with assets totaling around CHF 280 billion globally.

The company, wholly privately owned, caters to its clients by consolidating their assets and providing comprehensive reporting, ensuring a clear overview even in turbulent market phases. With a team of about 60 experienced professionals and access to top-notch tools and databases, Complementa AG emphasizes "Investments - Wissen - Werte" (Investments - Knowledge - Values), reflecting its commitment to guiding clients in risk assessment, alternative actions, and optimization potential.

Although specific information about the last investment and investors involved is not available, Complementa AG's long-standing presence and its array of flexible, client-centric services position it as a significant player in the Financial Services and Wealth Management industries.

Business keywords: Investment Consulting, Asset & Liability Management, Performance Reporting, Investment Control, Manager Selection, ALM Studies, ESG Services, Vermögenskonsolidierung, Pensionskassen, Family Offices, Wertschriftenbuchhaltung, IRR Reporting, Custody Services, Multi Custody, Financial Reporting

No funding data available for Complementa AG yet.

Complementa AG Alternatives & Competitors

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Complementa AG vs
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FAQ About Complementa AG

Investment-Consulting/Controlling und Multi Custody Services für institutionelle Investoren.
Complementa AG was founded in 1984.
Complementa AG is headquartered in Switzerland.
Complementa AG operates in Financial Services and Wealth Management. Its work centres on Investment Consulting, Asset & Liability Management, Performance Reporting and Investment Control.
Complementa AG has approximately 46 employees.
Top alternatives and competitors to Complementa AG include FINVIA, Private Wealth Systems, Vive, Inscription Capital and Family Office, Portfolio Concept. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Complementa AG and FINVIA are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

Source: BounceWatch company record for Complementa AG, https://bouncewatch.com/company/complementa-ag, updated 5 January 2025. When citing, please name BounceWatch and link this page.

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