Moneybox, the award-winning saving and investing platform in the UK, has today announced Apis Global Growth Fund III, a prominent investor in high-growth, impactful global financial services and technology businesses, and Amundi, Europe’s leading asset manager, have joined its investor base.

They join existing investors Fidelity International Strategic Ventures, Oxford Capital, Breega, Burda, and CNP and will play an important role in accelerating the next phase of development and growth for the business. 

Apis Global Growth Fund III (for which Apis Partners LLP is the portfolio manager) is the lead investor in the transaction. Apis Partners LLP has significant insight on global financial services, technology, and ESGI. Amundi will be represented by Breega (in which Amundi is an investor).

Together, the combined investment is worth c.£70 million and will mainly be facilitated through a secondary share sale, with existing investors selling 10-15% of the current share capital. 

With a valuation of £550 million—an 84% increase since its Series D round in March 2022— this announcement highlights Moneybox's strong market position, having achieved its first full year of profitability over a year ago and recently surpassed £10 billion in Assets Under Administration (AUA). In the last fiscal year alone, the business has successfully scaled revenues by 168% and AUA per customer by 46%.

As part of the secondary share sale, Moneybox’s 35,000-strong shareholder community, including crowdfund investors, customer shareholders, and employee shareholders, will all have the opportunity to sell 10% of their holding** and realise some value from the company's strong growth trajectory.

Founded in 2015, Moneybox supports more than 1 million customers across the UK to save, invest, buy their first homes, and plan for a comfortable retirement. Moneybox is poised for continued success, driven by a clear mission to help people achieve their financial goals and build wealth with confidence.

Ben Stanway, Co-Founder and Executive Chair of Moneybox, said: "We are excited to welcome Apis and Amundi, who share our vision for how we can help millions of customers build wealth so they can live the life that they want - whether that’s saving for their first place in their 20s, being their own boss in their 40s, or taking the gap year that they never got round to in their 60s. Their expertise and support will be invaluable as we move into the next stage of our journey.  

“We are also delighted to be able to facilitate this secondary share sale to recognise the hard work of our team and also our investors, many of whom have supported us since inception. We want to enable our shareholder community to realise some of the value of their investment at this important juncture.

“Our high customer retention, sustained growth, and increasing profitability underscore the strength of our business, and we are excited about the incredible opportunity ahead."

Matteo Stefanel, Co-Founder and Managing Partner at Apis Partners: "Moneybox is revolutionising the way people approach personal finance by making saving and investing more accessible and understandable. Moneybox’s mission to help everyone save and build wealth for the future aligns with Apis’ democratisation of finance theme and Impact goals, and we’re excited to support the team in this phase of their journey.”

Udayan Goyal, Co-Founder and Managing Partner at Apis Partners: "Apis sees huge potential in companies that harness the power of technology to disrupt traditional financial services. Moneybox is at the forefront of this trend, using automation, personalised insights, and digital-first solutions, and we are confident that this partnership will accelerate the company’s growth and market leadership further.”

Ben Marrel, Co-founder & CEO, Breega: “Moneybox is the only real solution making savings accessible to all, tapping into a huge market and empowering people financially. Beyond their deep understanding of the personal finance gap and vision for their company, Ben and Charlie have consistently delivered exceptional execution, crafting products people genuinely need and love. The impressive growth, driven by operational excellence and efficiency, has already led Moneybox to profitability—and that's a true mark of performance. We're also incredibly proud to see our long-time LP Amundi, the largest wealth manager in Europe, join the Moneybox journey, further validating its market potential and success."

Philippe d’Orgeval, Chief Executive Officer of Amundi in the United Kingdom: “As the leading European asset manager, we are thrilled to join Moneybox in its mission to empower individuals to build wealth with confidence. Our investment reflects our commitment to supporting innovative fintech solutions that enhance financial inclusion and drive sustainable growth. We believe that Moneybox's strong market position and track record make it a great partner as we work together to help customers achieve their financial aspirations.”

David Mott, Founder Partner at Oxford Capital: “We led the seed round into Moneybox in 2016, before it had any customers, and we’ve backed founders Ben and Charlie at every stage since. We are thrilled to have helped hundreds of EIS investors take part in Moneybox’s growth, some of them achieving a 17x return on their investment. Moneybox has become one of the most impactful companies in the wealth management sector, helping thousands of people to buy their  first home and many more secure their financial futures.”

Matt Cooper, co-CEO of Crowdcube: "This marks the largest secondary liquidity event ever for a private company in the UK and EU by number of sellers! More than 26,000 retail investors backed Moneybox in some of Europe’s most successful retail investment rounds for a private company, and it’s fantastic to see them now being rewarded with the chance to sell part of their shareholding."