Seven Investment Management Overview
- Year Founded
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2002

- Status
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Acquired/Merged
- Employees
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385

- Latest Deal Type
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M&A
- Financing Rounds
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5
- Investments
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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
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
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When was Seven Investment Management founded?
Seven Investment Management was founded in 2002.
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Where is Seven Investment Management headquartered?
Seven Investment Management is headquartered in London, United Kingdom.
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What is the size of Seven Investment Management?
Seven Investment Management has 385 total employees.
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What industry is Seven Investment Management in?
Seven Investment Management’s primary industry is Asset Management.
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Is Seven Investment Management a private or public company?
Seven Investment Management is a Private company.
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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
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Who are Seven Investment Management’s investors?
Aegon (Netherland), Caledonia Investments, and Zurich Insurance Group have invested in Seven Investment Management.
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Who are Seven Investment Management’s competitors?
Hawksmoor Investment Management, Waverton Investment Management, and TAM Asset Management are competitors of Seven Investment Management.
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When was Seven Investment Management acquired?
Seven Investment Management was acquired on 19-Jan-2024.
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Who acquired Seven Investment Management?
Seven Investment Management was acquired by Ontario Teachers' Pension Plan.
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