7IM Tech Stack

Investment management platform and discretionary services for financial advisers

Financial Services London, England 201–500 employees Founded 2002 Privately Held

7IM is a UK-based investment manager serving advisers and their clients through discretionary portfolio management, multi-asset funds, and model portfolios. The tech stack is heavily Microsoft-native (Office, Teams, Power Platform, Dynamics 365, Azure), paired with testing frameworks (Playwright, Selenium, SpecFlow) and data tools (PySpark, Databricks, Microsoft Fabric) — indicating ongoing modernization of legacy systems rather than greenfield development. Active hiring across finance, engineering, and ops, with recent projects focused on Azure cloud migration, platform adoption, and compliance automation, suggests the business is balancing regulatory tightness with infrastructure upgrade.

Tech Stack 54 technologies

Core StackPower Apps Power Automate Power BI Dynamics 365 Azure DevOps JavaScript C# Playwright Selenium Postman PySpark Databricks Word Excel Microsoft Office Teams Power Pages Copilot Studio Dataverse SQL Azure Azure DevOps Server SpecFlow Reqnroll FitNesse ReadyAPI Microsoft Fabric Git GoCardless Windows+24 more

What 7IM Is Building

◆Challenges

Ensuring regulatory compliance across firm
Modernising technology stack
Streamlining administrative processes
Cost and vendor analysis
Portfolio optimisation
Reducing attrition
Compliance with fca rules
Increasing platform adoption
Reducing business errors
Compliance with regulations

▲Active Projects

Space planning projects
Azure cloud platform components with ci/cd
Office moves
Product strategy for 7im platform
Sustainability initiatives
Process improvement for administrative processes
Support investment directors to hit new business revenue targets
Annual suitability review compliance
Nationwide facilities management software implementation
Enhancing operational systems and procedures

Hiring Activity

Accelerating40 roles · 20 in 30d

Department

Finance

Engineering

Ops

Support

Data

Sales

Product

Seniority

Mid

Senior

Junior

Manager

Lead

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About 7IM

7IM manages capital for individuals, families, and their advisers through discretionary services, risk-profiled funds, and model portfolios. The business operates as a privately held investment manager founded in 2002, headquartered in London, with 201–500 employees. Revenue flows from discretionary asset management fees, fund management, and platform access. The product surface spans three areas: a discretionary advisory service (where 7IM makes investment decisions on behalf of clients), a suite of multi-asset funds across risk profiles, and the 7IM Platform — a technology layer for adviser workflow and portfolio management. Regulatory compliance (FCA rules, suitability reviews) is a constant operational anchor.

HeadquartersLondon, England

Company Size201–500 employees

Founded2002

Hiring MarketsUnited Kingdom

Frequently Asked Questions

What technology does 7IM use?

7IM runs a Microsoft-centric stack: Office, Teams, Dynamics 365, Power Platform (Apps, Automate, BI, Pages, Copilot Studio), Azure cloud infrastructure, and Azure DevOps for CI/CD. Data processing uses PySpark, Databricks, and Microsoft Fabric. Testing relies on Playwright, Selenium, SpecFlow, and Postman.

What is 7IM working on?

Active projects include Azure cloud platform modernization with CI/CD, 7IM Platform product strategy and adoption, compliance automation (suitability reviews, FCA rules), office relocation, facilities management software implementation, and operational process streamlining.