Seven Investment Management Overview
- Year Founded
-
2002
- Status
-
Acquired/Merged
- Employees
-
385
- Latest Deal Type
-
M&A
- Financing Rounds
-
5
- Investments
-
7
Seven Investment Management General Information
Description
Provider of investment management services catering to financing advisors and private clients. The company offers wealth and asset management and platform services with a multi-asset approach, enabling clients to manage their investments primarily through independent financial advisors.
Contact Information
Website
www.7im.co.uk(Operating Subsidiary)
Corporate Office
- 1 Angel Court
- London EC2R 7HJ
- England, United Kingdom
Corporate Office
- 1 Angel Court
- London EC2R 7HJ
- England, United Kingdom
Seven Investment Management Valuation & Funding
| Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
|---|
Seven Investment Management Comparisons
Industry
Financing
Details
Seven Investment Management Competitors (3)
One of Seven Investment Management’s 3 competitors is Hawksmoor Investment Management, a Private Equity-Backed company based in Exeter, United Kingdom.
| Company Name | Financing Status | Location | Employees | Total Raised | Last Financing Date/Type | Last Financing Amount |
|---|---|---|---|---|---|---|
| Hawksmoor Investment Management | Private Equity-Backed | Exeter, United Kingdom | ||||
| Waverton Investment Management | Private Equity-Backed | London, United Kingdom | ||||
| TAM Asset Management | Private Equity-Backed | London, United Kingdom |
Seven Investment Management Signals
Growth Rate
Growth
Size Multiple
Key Data Points
Similarweb Unique Visitors
Majestic Referring Domains
Seven Investment Management Former Investors
| Investor Name | Investor Type | Holding | Investor Since | Participating Rounds | Contact Info |
|---|
Seven Investment Management Investments & Acquisitions (7)
Seven Investment Management’s most recent deal was a Merger/Acquisition with Lync Wealth Management. The deal was made on 30-Oct-2024.
| Company Name | Deal Date | Deal Type | Deal Size | Industry | Lead Partner |
|---|---|---|---|---|---|
| Lync Wealth Management | 30-Oct-2024 | Merger/Acquisition | Other Financial Services | ||
| Rockhold Asset Management | 30-Oct-2024 | Merger/Acquisition | Asset Management | ||
| Eastcote Wealth Management | 20-Mar-2024 | Merger/Acquisition | Asset Management | ||
| Amicus Wealth | 11-Dec-2023 | Merger/Acquisition | Consulting Services (B2B) | ||
| Partners Wealth Management (London) | 01-Oct-2020 | Merger/Acquisition | Other Financial Services |
Seven Investment Management Affiliates
Subsidiaries (5)
| Name | Industry | Location | Year Founded |
|---|---|---|---|
| Lync Wealth Management | Knutsford, United Kingdom | 2023 | |
| Eastcote Wealth Management | Solihull, United Kingdom | 2017 | |
| Amicus Wealth | London, United Kingdom | 2014 | |
| Partners Wealth Management (London) | London, United Kingdom | 2004 | |
| Rockhold Asset Management | Knutsford, United Kingdom | 2002 |
Seven Investment Management FAQs
-
When was Seven Investment Management founded?
Seven Investment Management was founded in 2002.
-
Where is Seven Investment Management headquartered?
Seven Investment Management is headquartered in London, United Kingdom.
-
What is the size of Seven Investment Management?
Seven Investment Management has 385 total employees.
-
What industry is Seven Investment Management in?
Seven Investment Management’s primary industry is Asset Management.
-
Is Seven Investment Management a private or public company?
Seven Investment Management is a Private company.
-
What is the current valuation of Seven Investment Management?
The current valuation of Seven Investment Management is .
-
What is Seven Investment Management’s current revenue?
The current revenue for Seven Investment Management is .
-
Who are Seven Investment Management’s investors?
Aegon (Netherland), Caledonia Investments, and Zurich Insurance Group have invested in Seven Investment Management.
-
Who are Seven Investment Management’s competitors?
Hawksmoor Investment Management, Waverton Investment Management, and TAM Asset Management are competitors of Seven Investment Management.
-
When was Seven Investment Management acquired?
Seven Investment Management was acquired on 19-Jan-2024.
-
Who acquired Seven Investment Management?
Seven Investment Management was acquired by Ontario Teachers' Pension Plan.
Data Transparency
-
Meet our data hygiene team
Discover how our experts ensure you’re getting the most accurate financial data in the industry.
Read blog » -
How PitchBook sources data
Our data operations team has logged over 3.5 million hours researching, organizing, and integrating the information you need most.
Discover our process »
