7IM

London, United Kingdom Founded: 2002 • Age: 24 yrs Acquired By Lync Wealth Management
Investment management and financial planning services are provided by 7IM.
Annual revenue - Latest available
Total funding - Funding intelligence
Employees - Tracked headcount
Investors 3 Known backers
Products - Services tracked
Competitors 8 Brand Intelligence

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
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  • Phone
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  • Website
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  • Social
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  • Legal Name Seven Investment Management Llp
  • Date of Incorporation 24 Sep, 2012
  • Jurisdiction LONDON, UNITED KINGDOM
Operational Areas
Financial Services → Investment Management & Advisory Unlock Sub-Sector Unlock Segment
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

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Detailed funding history for 7IM

Round names, dates, amounts, investors, and valuation history require an active premium plan.

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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.

All
Venture Fund
Institutional
Investor Description Founded Year Domain Location
Long-term returns are generated through diversified public and private investments.
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Pension funds focused on multiple sectors
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Financial advice and wealth management services are provided.
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Investor details for 7IM

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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.

Investments
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Investment portfolio details for 7IM

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Acquisitions
Company Name Description Domain Location Founded Year Amount
Wealth planning solutions for individuals and businesses are provided.
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Financial consultancy services including will writing are provided in London.
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Men's and women's footwear is designed and retailed online.
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Complete acquisition details for 7IM

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Financial Statements - 7IM

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Detailed financials for 7IM

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7Im Comparisons

7IM Primary company
Description
Investment management and financial planning services are pr...
Location
London, United Kingdom
Founded Year
2002
Annual Revenue
Not available
Net Profit
Not available
EBITDA
Not available
Employees
Not available
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Peer comparison for 7IM

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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.

Company Name Domain Founded year HQ Location Description
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Provider of financial advisory services
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Specialist stockbroker offering innovative finance to high-growth companies and investors.
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Wealth management services are provided to clients internationally.
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Financial planning services are provided to clients in the UK.
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Invests in fast-growing companies and acquires firms in tech and legal sectors.
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Detailed competitors of 7IM

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Latest news on 7Im

Johnston Carmichael Wealth acquired by Partners
Dailybusinessgroup1 year ago
7IM acquires MPS provider Rockhold from ASHL
Financialplanningtoday1 year ago
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Complete news archive for 7IM

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Frequently Asked Questions about 7IM

7IM was founded in 2002.

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

Dean Proctor is the current CEO of 7IM.

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.

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

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

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

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