Ben Stanway and Charlie Mortimer founded Moneybox in London in 2015. The app launched around 2016 and now covers savings, investing, pensions and wealth management. Stanway is executive chair.
Moneybox raised a Series D in March 2022 from investors including Fidelity International Strategic Ventures, Oxford Capital, Breega, Burda and CNP. It lost £4.1 million in the year to May 2023 and made its first profitable year in 2023.
In October 2024 a secondary of about £70m valued it at £550 million. Apis Global Growth Fund III put in about £60m and Amundi £8m.
In 2025 revenue was £115.6 million with 1.71 million customers and £19 billion under administration. Profit before tax fell to £14.9 million from £19.4 million as the company reinvested. A 2026 employee share sale of up to £45m valued it at about £800 million.