Skip to main content
Caplight Logo









Moneybox

Moneybox

Private

Last Round

Tender

Jul 22, 2026

Est. Valuation

$1.1B

Total Funding Raised

$123.9M

Momentum

Top 25%

of companies Caplight tracks

Company Overview

Moneybox is a financial technology company that provides a mobile application for savings, investments, home-buying, and retirement planning in the United Kingdom.

Sector

FinTech

Verticals

Wealth Management, Personal Finance, Investment Platforms, Digital Banking

Business Model

B2C

Customer Profile

Payment Processing Fee, Subscription SaaS, Services & Consulting

AI Layer

Application

Keywords

digital wealth managementrobo-advisorpersonal finance appstocks and shares ISAlifetime ISALISAautomated savingspension planningmortgage brokeragefintech appinvestment platformfinancial guidanceAI financial advisorround-up savingsneobank

Historical Pricing

Historical view of private secondary pricing and transaction trends.

Unlock Pricing Charts

Sign up to view complete historical pricing and secondary transactions.

Caplight Momentum Score

Proprietary index based on bid/ask volume and sentiment.

View Momentum History

Track how buyer interest and sentiment changes over time.

Moneybox Comparables

Compare Moneybox with similar companies based on industry and business-model similarity.

Moneybox comparables — related companies by embedding similarity
CompanySimilarityMarket Cap
Chip
84%
J.P. Morgan
81%
Plum
80%

Moneybox Funding Rounds

Historical fundraising activity

Data table
RoundDateAmount RaisedValuationInvestorsSources
TenderJul 22, 2026
VC RoundOct 23, 2024
CrowdfundingMay 13, 2022
Series DApr 4, 2022
CrowdfundingJul 31, 2020
Series C
Jul 15, 2020

Key People

Founding team and executive leadership

Karen Kerrigan

Chief Operating Officer & Acting General Counsel

Executive Team

Cecilia Mourain

Chief Homebuying & Savings officer

Executive Team

Moneybox Investors

Notable investors and investment history

Moneybox investors
InvestorRounds
Crowdcube InvestorsCrowdfunding
Polar CapitalSeries D
Fidelity International Strategic VenturesVC Round, Series D
Apis PartnersVC Round
Lyxor Asset ManagementVC Round
Eight Roads VenturesSeries C, Series B
BreegaSeries C, Series D, VC Round

Market signals

Structured signals derived from secondary market and firmographic data.

  • Jul 22, 2026

    $62M round led by Apis

  • Mar 1, 2026

    Launched a new web application built on Next.js/React.js.

Recent news

Latest coverage and updates

  • recognized_asJul 22, 2026

    Moneybox recognized as World's Top FinTech Companies 2026 on Jun 1st '26.

  • has_valuationJul 13, 2026

    Moneybox had valuation of $1.07B on Jul 13th '26.

Moneybox Filings

Explore SEC and related filing metadata, where available.

Moneybox filings preview — column headings only; records require access
TypeDateAmount OfferedAmount SoldFilingPagesDownload

Filing documents are not displayed on this public page. Request access to learn about available coverage.

Request access

Frequently Asked Questions

Common questions about Moneybox's valuation, stock price, and market status.

Is Moneybox a public or private company?

Moneybox is a private company.

What is the current stock price of Moneybox?

Moneybox is a private company with no public stock price. No recent secondary market data is available.

How much is Moneybox worth (valuation)?

Moneybox's valuation is estimated at $711.0M based on funding round data.

Can I buy Moneybox stock?

Moneybox shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors. Visit https://www.caplight.com to learn more.

When was Moneybox's last funding round?

Moneybox's most recent funding round was Growth Equity on October 23, 2024.

Who are the main investors in Moneybox?

Key investors in Moneybox include CNP Assurances, Fidelity International Strategic Ventures, Apis Partners, Eight Roads Ventures, Oxford Capital.

Will Moneybox IPO soon?

No public IPO plans have been announced for Moneybox.

How can I track Moneybox secondary market activity?

Caplight tracks bids, offers, and trades for private companies. Visit https://www.caplight.com to monitor Moneybox's secondary market activity and sign up for updates.

Firmographic Details

HeadquartersLondon
Employee Range381
Year Founded2015
Last FundingJul 22, 2026

Institutional Data Access

Join leading institutional investors using Caplight to access private market data, discover pricing, and execute secondary block trades.

Requires verified institutional or accredited status.

See something wrong or outdated?