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7IM - About the company

7IM is an acquired company based in London (United Kingdom), founded in 2002. It operates as an Investment management and financial planning firm. The company has 965 active competitors, including 13 funded and 144 that have exited. Its top competitors include companies like PensionBee, Wolters Kluwer and Standard Life.

Company Details

Social
X
Email ID
*****@7im.co.uk
Phone Number
+44 **********
Registered Address
55 BISHOPSGATE,LONDON,ENGLAND,EC2N 3AS
Key Metrics
Founded Year
2002
Location
Stage
Acquired
Ranked
Employee Count
428 as on Aug 31, 2026
Investment & Acquisitions
Similar Companies
Exit Details
Acquired by Lync Wealth Management (Sep 04, 2025)

7IM's acquisition details

7IM got acquired by Lync Wealth Management on Sep 04, 2025.
Click here to take a look at 7IM's acquisition in detail
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7IM's funding and investors

7IM has not raised any funding rounds yet.

7IM's founders and board of directors

Founder? Claim Profile

7IM's employee count trend

7IM has 428 employees as of Aug 26. Here is 7IM's employee count trend over the years:
Employee count trend for 7IM
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7IM's Competitors and alternates

Top competitors of 7IM include PensionBee, Wolters Kluwer and Standard Life. Here is the list of Top 10 competitors of 7IM, ranked by Tracxn score:
Rank
Company Details
Short Description
Total Funding
Investors
Tracxn Score
1st
Logo for PensionBee
PensionBee
2014, London (United Kingdom), Public
Digital pension provider helping people consolidate, manage, and grow savings
$70.7M
79/100
2nd
Logo for Wolters Kluwer
Wolters Kluwer
1836, Alphen Aan Den Rijn (Netherlands), Public
Provider of software, information, and service solutions for professional industries
-
65/100
3rd
Logo for Standard Life
Standard Life
1825, Edinburgh (United Kingdom), Funding Raised
Retirement and pension based investment management firm
-
54/100
4th
Logo for Dimensional
Dimensional
1981, Austin (United States), Funding Raised
Diversified investment management firm
-
52/100
5th
Just a moment...
-
52/100
6th
Logo for Ascot Lloyd
Ascot Lloyd
2004, Reading (United Kingdom), Acquired
Provider of financial advisory services
-
50/100
7th
Logo for Sparrows Capital
Sparrows Capital
2013, London (United Kingdom), Seed
Provider of financial advisory services
$1.27M
-
50/100
8th
Logo for The Openwork Partnership
The Openwork Partnership
2019, Swindon (United Kingdom), Late Stage
Online financial advisory and planning platform for individuals and families
$163M
48/100
9th
Logo for RiverFort
RiverFort
2016, London (United Kingdom), Unfunded
Provider of financial advisory services
-
-
48/100
10th
Logo for Validus
Validus
2009, London (United Kingdom), Late Stage
Provider of financial risk management advisory, capital markets, and technology
$45M
47/100
23rd
Logo for 7IM
7IM
2002, London (United Kingdom), Acquired
Investment management and financial planning firm
-
-
43/100
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7IM's Investments and acquisitions

7IM has not made any investments yet. 7IM has made 6 acquisitions.
Here is the list of latest three $acquisitions:lockFilter this list
Date of Investment/Acquisition
Type
Company Name
Founded Year
Location
Mar 04, 2026
Acquisition
1986
Apr 20, 2025
Acquisition
Nov 01, 2024
Acquisition
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See all acquisitions by 7IM

Reports related to 7IM

Here is the latest report on 7IM's sector:

News related to 7IM

lockFilter this list
Media has covered 7IM for a total of 3 events in the last 1 year.
•
7IM Acquires £750m AUM Sussex Financial Planning Firm CPNFinancial Planning Today•Mar 04, 2026•7IM
•
Chartered Planning firm Unividual acquired by 7IMFinancial Planning Today•Sep 04, 2025•CFP, 7IM, Unividual
•
7IM Announces Next Phase of Partnership with TikkerAsset Servicing Times•Jul 31, 2025•7IM, Tikker
•
7IM announces a major overhaul of its transfer processAsset Servicing Times•Jul 22, 2025•7IM, EquiSoft
•
7IM accelerates acquisitions, appoints Schroders PW execFinancial Planning Today•May 01, 2025•7IM
•
7IM acquires MPS provider Rockhold from ASHLFinancial Planning Today•Nov 01, 2024•7IM, Rockhold
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