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Moneybox

Moneybox

Private

Last Round

Tender

Jul 22, 2026

Est. Valuation

$1.1B

Total Funding Raised

$123.9M

Momentum

Top 25%

of companies Caplight tracks

Company Overview

Moneybox is a financial technology company that provides a mobile application for savings, investments, home-buying, and retirement planning in the United Kingdom.

Sector

FinTech

Verticals

Wealth Management, Personal Finance, Investment Platforms, Digital Banking

Business Model

B2C

Customer Profile

Payment Processing Fee, Subscription SaaS, Services & Consulting

AI Layer

Application

Keywords

digital wealth managementrobo-advisorpersonal finance appstocks and shares ISAlifetime ISALISAautomated savingspension planningmortgage brokeragefintech appinvestment platformfinancial guidanceAI financial advisorround-up savingsneobank

Historical Pricing

Historical view of private secondary pricing and transaction trends.

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Caplight Momentum Score

Proprietary index based on bid/ask volume and sentiment.

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Moneybox Comparables

Compare Moneybox with similar companies based on industry and business-model similarity.

Moneybox comparables — related companies by embedding similarity
CompanySimilarityMarket Cap
Chip
84%
J.P. Morgan
81%
Plum
80%

Moneybox Funding Rounds

Historical fundraising activity

Data table
RoundDateAmount RaisedValuationInvestorsSources
TenderJul 22, 2026
VC RoundOct 23, 2024
CrowdfundingMay 13, 2022
Series DApr 4, 2022
CrowdfundingJul 31, 2020
Series C
Jul 15, 2020

Key People

Founding team and executive leadership

Karen Kerrigan

Chief Operating Officer & Acting General Counsel

Executive Team

Cecilia Mourain

Chief Homebuying & Savings officer

Executive Team

Moneybox Investors

Notable investors and investment history

Moneybox investors
InvestorRounds
Crowdcube InvestorsCrowdfunding
Polar CapitalSeries D
Fidelity International Strategic VenturesVC Round, Series D
Apis PartnersVC Round
Lyxor Asset ManagementVC Round
Eight Roads VenturesSeries C, Series B
BreegaSeries C, Series D, VC Round

Market signals

Structured signals derived from secondary market and firmographic data.

  • Jul 22, 2026

    $62M round led by Apis

  • Mar 1, 2026

    Launched a new web application built on Next.js/React.js.

Moneybox Filings

SEC and related filings with document metadata.

Data table
TypedDateAmount OfferedAmount SoldFillingPagesDownload
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Moneybox Filings

SEC and related filings with document metadata.

Frequently Asked Questions

Common questions about Moneybox's valuation, stock price, and market status.

Firmographic Details

HeadquartersLondon
Employee Range515
Year Founded2015
Last FundingJul 22, 2026

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