FundedIQ
Financial Services

Moneybox: Funding, Investors & Team (Sep 2026)

At Moneybox, we help you turn your money into something greater. Millions of us want to achieve more with our money. But whether we’re looking to save for a rainy day, grow our money, buy a home, or even build a retirement fund, we leave it at the bottom of our to-do lists because we're not sure how to get started. This isn’t surprising. We aren’t taught about financial planning at school, the wealth industry was built to serve a minority, and it often feels like banks don’t care about helping us achieve outcomes. To top it off, the financial services industry is fragmented and confusing. This means that our money often isn’t working hard enough and our goals are much harder to achieve. So, we made a solution. We've brought saving, investing, home-buying, and retirement services together into one simple app. So people can reach their goals and build wealth with confidence, whatever their starting point. We want to help people build wealth, but our mission goes beyond that. We believe that building wealth isn’t simply about accumulating more money. It’s about going after the life you want and enjoying it to the fullest, today and tomorrow. This is what it means to turn your money into something greater.

www.moneyboxapp.com LinkedIn London, United Kingdom 251-500 employees
Total raised
$137M
Rounds
3
Latest
Undisclosed round
Oct 2024

Moneybox has raised $137M across 3 funding rounds on record, the most recent an undisclosed round of $83.3M announced in Oct 2024.

That round is above the $14M median round size for Financial Services companies tracked on FundedIQ over the last two years.

Moneybox Company Profile and Key Stats

Total funding raised
$137M
across 3 rounds on record
Funding rounds on record
3
Latest funding round
Undisclosed round
$83.3M in Oct 2024
Employees
251-500
reported band
Headquarters
London, United Kingdom

Latest funding round on record: Oct 2024.

Moneybox Funding Rounds

Date
Round
Amount
Undisclosed round
$83.3M
Equity Crowdfunding
$7.6M
Series D
$45.9M

Moneybox raised $45.9M in a Series D announced in Apr 2022.

1 month later, an Equity Crowdfunding of $7.6M was announced in May 2022.

2.4 years later, an undisclosed round of $83.3M was announced in Oct 2024.

Moneybox Founders and Leadership Team

Name
Role
Contact
Charlie Mortimer
CEO
Locked

Contact details for the Moneybox team: 1 of 1 has an email address on file.

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Moneybox Funding Compared to Other Financial Services Startups

Segment
Companies
Median round

Moneybox's latest round of $83.3M is above the median round in Financial Services. Medians cover the last 24 months of disclosed rounds.

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Moneybox Funding FAQs

What does Moneybox do?

At Moneybox, we help you turn your money into something greater. Millions of us want to achieve more with our money. But whether we’re looking to save for a rainy day, grow our money, buy a home, or even build a retirement fund, we leave it at the bottom of our to-do lists because we're not sure how to get started. This isn’t surprising. We aren’t taught about financial planning at school, the wealth industry was built to serve a minority, and it often feels like banks don’t care about helping us achieve outcomes. To top it off, the financial services industry is fragmented and confusing. This means that our money often isn’t working hard enough and our goals are much harder to achieve. So, we made a solution. We've brought saving, investing, home-buying, and retirement services together into one simple app. So people can reach their goals and build wealth with confidence, whatever their starting point. We want to help people build wealth, but our mission goes beyond that. We believe that building wealth isn’t simply about accumulating more money. It’s about going after the life you want and enjoying it to the fullest, today and tomorrow. This is what it means to turn your money into something greater.

How much funding has Moneybox raised?

Moneybox has raised $137M across 3 rounds on record. The most recent is an undisclosed round of $83.3M announced in Oct 2024.

When did Moneybox last raise funding?

Moneybox's most recent funding round on record is an undisclosed round of $83.3M, announced in Oct 2024.

Who is the CEO of Moneybox?

Charlie Mortimer is listed as CEO at Moneybox.

Where is Moneybox headquartered?

Moneybox is based in London, England, United Kingdom.

How many employees does Moneybox have?

Moneybox is in the 251-500 employee band.

How does Moneybox's funding compare to other Financial Services startups?

Moneybox's latest round of $83.3M is above the $14M median round size for Financial Services companies on FundedIQ across 5,745 tracked companies over the last two years.

About FundedIQ's Moneybox Funding Data

FundedIQ tracks announced funding rounds and refreshes this profile every week. Round dates, stages and amounts are normalised to a single format, converted to US dollars, and de-duplicated: two records of the same round announced days apart are merged, and two genuinely different rounds are kept apart on the amounts they disclose. Amounts shown are the disclosed figures only — a round announced without a number is listed and excluded from the total rather than estimated.

Employee counts are reported bands, not exact headcounts. Founder and executive names carry the job title on record. Anything we do not hold for Moneybox is left off this page rather than filled in.

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