Moneybox
PrivateLast Round
Growth Equity
Oct 23, 2024
Est. Valuation
$711M
Total Funding Raised
$214M
Company Overview
Moneybox is a financial technology company based in the UK that provides a mobile application for savings and investments. Launched in 2016 by co-founders Ben Stanway and Charlie Mortimer, the company's mission is to help people build wealth with confidence. The app offers a range of products including ISAs, Lifetime ISAs for home-buying, pensions, and general investment accounts. Moneybox is known for its feature that allows users to round up their everyday card purchases and invest the spare change. The company has grown to serve over 1 million customers with over £10 billion in assets under administration. It is authorized and regulated by the Financial Conduct Authority in the UK.
Sector
FinTech
Verticals
Investment Platforms, Wealth Management, Personal Finance, Real Estate Finance
Business Model
B2C
Customer Profile
Subscription SaaS, Payment Processing Fee, Marketplace Commission
AI Layer
Application
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Moneybox Comps
Public and private peers based on sector, stage, and business model.
Moneybox Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Growth Equity | Oct 23, 2024 | ||||
| Crowdfunding | May 13, 2022 | ||||
| Series D | Apr 4, 2022 | ||||
| Crowdfunding | Jul 28, 2020 | ||||
| Series C | Jul 17, 2020 | ||||
Series B | Jul 9, 2018 |
Key People
Founding team and executive leadership
Moneybox Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Crowdcube Investors | Crowdfunding |
| CNP Assurances | Series D |
| Polar Capital | Series D |
| Fidelity International Strategic Ventures | Growth Equity, Series D |
| Lyxor Asset Management | Growth Equity |
| Eight Roads Ventures | Series C, Series B |
| Apis Global Growth Fund III | Growth Equity |
Market signals
Structured signals derived from secondary market and firmographic data.
- Mar 1, 2026
Launched a new web application built on Next.js/React.js.
- Mar 1, 2026
Platform now serves over 1.5 million users.
Moneybox Filings
SEC and related filings with document metadata.
| Typed | Date | Amount Offered | Amount Sold | Filling | Pages | Download |
|---|---|---|---|---|---|---|
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Frequently Asked Questions
Common questions about Moneybox's valuation, stock price, and market status.
