Moneybox’s mission is to help everyone save and invest for their future. Backed by top VCs, the award-winning app has 450k users and is growing faster than some of the biggest names in UK wealth management. Alongside their Series C round, this first crowd raise is set to supercharge their growth.

  • 450,000+ users, 121% YOY growth (May 19-20)
  • £1 billion assets under administration
  • Series C investment in 2020 led by Eight Roads and CNP
  • £50 million raised from investors


Moneybox is an award-winning saving and investing app. Since our 2016 launch, we’ve seen positive growth:

  • 450k users - 121% YOY growth (May19-20)
  • £50m raised from top VC firms and investors including our Series C
  • Series C funding more than doubled the previous raise

We see this as the right time to invest in Moneybox. We’ve hit £1 billion AUA, we're completing our £30m Series C funding and together our users deposit an average £100m on the platform each month.

Our success started from our mission - to help everyone save and invest for their future.

The Moneybox app provides the right products, tools and tech. We launched offering round ups, investing the spare change from daily card purchases into a Stocks & Shares ISA. Since then, our tech and product offerings have grown. Users can now set aside money in a way that suits them, into a range of different products, including; cash accounts, Lifetime ISAs and a personal pension.

Along with our latest Series C funding, our first crowd raise will help us build our product offering, invest in new technology, scale the team and further execute on our mission.

We’ve secured the required investment from our latest funding, but wanted to bring the Moneybox community closer to our journey, giving everyone the opportunity to share and shape our future success of aiming to become one of the largest saving and investing platforms in the UK.


Ben Stanway - Co-founder

Prior to bringing Moneybox to life, Ben was co-founder of Bloom & Wild. Previously, he was a partner at a $2bn global equity hedge fund, and analyst at Fidelity.

Charlie Mortimer - Co-founder

Before founding Moneybox, Charlie worked at DMGT where he launched personal finance app, OnTrees, bought by MoneySuperMarket in 2014. Previously launched Wowcher and led the turn-around and trade sale of Allegran.

Charlotte Oates - Head of Marketing

Key member of the founding team. Heads up marketing, including paid acquisition and brand. Prior fintech experience as part of the original team at OnTrees.

Jay Swanston - Chief Platform Officer

Instrumental in the Moneybox infrastructure development. Experience at Janus Henderson and co-founder of outsourcing business Cogent, now part of Paribas.

Neil Campbell - VP Growth

Drives acquisition and increased customer engagement. Previously at Amazon, Betfair and Naked Wines. Was a member of the management team at start-up Rangespan (sold to Google in 2014).

Ashleigh Petrie - Head of Product

Heads up the product team delivering market-leading services. Previous product engineering and development at Jaguar Land Rover and Tandem Bank.

Matt Bence - Head of Compliance

Compliance, risk and data protection at Moneybox. Extensive regulatory experience from previous positions at the FCA and PwC.