7IM

London, United Kingdom Founded: 2002 • Age: 24 yrs Acquired By Lync Wealth Management
Investment management and financial planning services are provided by 7IM.
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About 7IM

7IM is a company based in London (United Kingdom) founded in 2002 was acquired by Lync Wealth Management in September 2025.. 7IM has completed 4 acquisitions, including Amicus Wealth, Eastcote Wealth Management and Partners Wealth Management. 7IM operates in a competitive market with competitors including Ascot Lloyd, Optiva Securities, Manx Financial Group, Wren Sterling and Omni Partners, among others.

  • Headquarter London, United Kingdom
  • Sectors
    Financial Services
  • Email
    ***********
  • Phone
    *********
  • Website
    *********
  • Social
    *********
  • Legal Name Seven Investment Management Llp
  • Date of Incorporation 24 Sep, 2012
  • Jurisdiction LONDON, UNITED KINGDOM
Operational Areas
Financial Services → Investment Management & Advisory
Key Metrics
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People of 7IM
Headcount 200-500
Employee Profiles 40
Employee Profiles
People
Rose Hargreaves
Head Of Engagement And Social Responsibility
People
Philip Lee
Private Client Manager
People
Kieran McDonnell
Senior Private Client Director At Seven Investment Management
People
Joe Cooper
Head Of Investment Risk & Portfolio Analytics

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Funding Insights of 7IM

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 7IM

7IM has secured backing from 3 investors, including institutional and venture fund investors. Prominent investors backing the company include Ontario Teachers' Pension Plan, Caledonia and Lync Wealth Management. 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
Venture Fund
Institutional
Investor Description Founded Year Domain Location
Long-term returns are generated through diversified public and private investments.
Founded Year Domain Location
Pension funds focused on multiple sectors
Founded Year Domain Location
Financial advice and wealth management services are provided.
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 7IM

7IM has strategically engaged in corporate development activities, having acquired 4 companies. Notable acquisitions include Amicus Wealth, Eastcote Wealth Management and Partners Wealth Management. These strategic investments and acquisitions demonstrate the company's commitment to growth through portfolio expansion, market consolidation, technology integration, and strategic partnerships that enhance competitive positioning and drive long-term value creation.

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
Acquisitions
Company Name Description Domain Location Founded Year Amount
Wealth planning solutions for individuals and businesses are provided.
2017
Financial consultancy services including will writing are provided in London.
2014
Men's and women's footwear is designed and retailed online.
2012
Company Name Description Domain Location Founded Year Amount
OVO is recognized as a smart digital payment application.
2017
Bionic investment advisor platform
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014

Financial Statements - 7IM

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

7Im Comparisons

Employees
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Competitors of 7IM

7IM 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 Ascot Lloyd, Optiva Securities, Manx Financial Group, Wren Sterling and Omni Partners, 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
Provider of financial advisory services
domain founded_year HQ Location
Specialist stockbroker offering innovative finance to high-growth companies and investors.
domain founded_year HQ Location
Wealth management services are provided to clients internationally.
domain founded_year HQ Location
Financial planning services are provided to clients in the UK.
domain founded_year HQ Location
Invests in fast-growing companies and acquires firms in tech and legal sectors.
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 7Im

Johnston Carmichael Wealth acquired by Partners
Dailybusinessgroup10 months ago
7IM acquires MPS provider Rockhold from ASHL
Financialplanningtoday1 year ago

Frequently Asked Questions about 7IM

When was 7IM founded?

7IM was founded in 2002.

Where is 7IM located?

7IM is headquartered in London, United Kingdom. It is registered at London, England, United Kingdom.

Who is the current CEO of 7IM?

Dean Proctor is the current CEO of 7IM.

What does 7IM do?

7IM was established in 2002 and is headquartered in London, United Kingdom. Operations focus on the financial services sector, where investment management and financial planning are delivered to clients. The firm is led by CEO Dean Proctor. Services encompass portfolio management and advisory support, with activities centered in the UK market. The domain 7im.co.uk serves as the primary online presence for these offerings.

Who are the top competitors of 7IM?

7IM's top competitors include Ascot Lloyd, Manx Financial Group and Wren Sterling.

How many acquisitions has 7IM made?

7IM has made 4 acquisitions, including Amicus Wealth, Eastcote Wealth Management, and Partners Wealth Management.

Who are 7IM's investors?

7IM has 3 investors. Key investors include Ontario Teachers' Pension Plan, Caledonia, and Lync Wealth Management.

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