Charlie Mortimer co-founded Moneybox with Ben Stanway. The company was founded in 2015 and its app launched around 2016. Stanway is executive chair.
The first idea was simple. The app rounded up everyday purchases and moved the spare change into savings. That made investing feel painless for people who had never invested. Once customers had the habit, Moneybox added pensions, ISAs and advice to the same app.
Moneybox had its first profitable year in 2023, after a £4.1m loss in the year to May 2023. In 2025 it reported revenue of £115.6m, 1.71m customers and about £19bn in assets under administration. Profit before tax fell to £14.9m from £19.4m as it reinvested.
In October 2024 a secondary share sale valued the company at £550m. In 2026 an employee share sale of up to £45m on the PISCES market valued it at about £800m. Moneybox is unlisted.