Apis Partners led the secondary transaction, which brings in new backers including Amundi and provides liquidity for thousands of existing shareholders.
Moneybox
Moneybox operates a digital wealth management application for saving, investing, and retirement planning.
Moneybox operates a digital wealth management platform offering savings, investment, home-buying, and retirement products through a single application.
Categories
Founders

Ben Stanway
Co-Founder and Executive Chair
Ben brings operating and investment experience from Moneybox, Bloom & Wild, and Habrok Capital Management.
LinkedIn
Charlie Mortimer
Co-Founder
Charlie brings fintech operating and founding experience, having built Moneybox and OnTrees.
LinkedInInvestors
- £70.0M
- £6.3MCCrowdcubeFollow-on
- £35.0M
- £30.0M
- £7.0MCCrowdcubeLead
- £30.0M
Funding history
The digital wealth manager closed its latest crowdfund following strong retail demand.
The digital wealth manager has raised £35m from a syndicate led by Fidelity International Strategic Ventures to expand its product range.
BurdaPrincipal Investments has participated in a Series C funding round for the UK saving and investing app alongside existing backers.
The savings platform secured £7m from over 16,500 participants in a record-breaking crowdfunding campaign.
The Series C financing was co-led by Eight Roads and CNP and will support product development and team expansion.

