The digital wealth manager closed its latest crowdfund following strong retail demand.
Moneybox
Moneybox operates a digital wealth management platform for savings, investments, and retirement planning.
Moneybox is a digital wealth management platform that helps customers across the UK manage their savings, investments, home-buying, and retirement needs.
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Founders

Ben Stanway
Co-founder
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
- £6.3MCCrowdcubeFollow-on
- £35.0M
- £30.0M
- £7.0MCCrowdcubeLead
- £30.0M
Funding history
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.
