Digital wealth management platform Moneybox has successfully completed its £45 million secondary share sale through the London Stock Exchange’s Private Securities Market.
The transaction confirms Moneybox’s valuation at around £800 million, approximately 45% higher than the valuation achieved at the company’s last secondary share sale in 2024.
Apis Global Growth Fund III, for which Apis Partners Group acts as portfolio manager, was the lead investor and accounted for the majority of the transaction, increasing its investment in Moneybox following its initial investment in 2024.
Salica Fulcrum Venture Capital LP has also made its first investment in Moneybox, expanding Salica’s backing of the business. Apis, as lead, and Salica Investments sit alongside existing institutional investors including; Fidelity International, 7RIDGE, Oxford Capital, Breega, Burda and CNP. The employee share sale and investor transaction was exclusively managed by Crowdcube.
The sale allowed long-serving Moneybox employees to realise some of the value they have helped create for the business over the past decade. No new capital was raised by Moneybox as part of this transaction as existing shares transferred from employee shareholders to institutional investors.
In 2025, Moneybox exceeded £115m in annual revenue and delivered its third consecutive year of profitability. This momentum has continued into 2026 with more than 390,000 new customers joining the platform so far this year and £3.5 billion in net inflows in the first half of the year.
The firm says the increased valuation reflects the company’s continued growth, operational maturity and long term potential as increasing numbers of customers choose Moneybox to support them across every stage of their financial lives, from saving and investing to home-buying and retirement.
In the decade since it first launched, Moneybox has evolved from a simple saving and investing app to one of the UK’s fastest growing wealth management platforms, supporting more than 1.9m customers with over £23bn in assets under administration.
Along the way, the company has helped more than 200,000 customers save for their first home, with a customer using a Moneybox Lifetime ISA to complete a home purchase every 10 minutes during 2025.
The organisation has reunited customers with more than £800m in lost pensions, supported hundreds of thousands of people to invest for the future, and paid more than £500m in interest to cash savers during 2025 alone.
“The growing institutional backing that Moneybox is receiving is testament to the continued focus of our colleagues to deliver exceptional outcomes for customers and create long-term shareholder value,” said Ben Stanway, co-founder and exec chair at Moneybox.
“We are delighted to have successfully completed this transaction and welcome the increased support from Apis and Salica Investments. Their continued backing will help accelerate our next phase of growth as we harness technology and artificial intelligence to make high-quality financial support accessible at scale.”
Matteo Stefanel, co-founder and managing partner, Apis, commented: “Since our initial investment, we have been consistently impressed by the strength of the management team, the pace of execution and the company’s ability to scale profitably while maintaining a clear customer focus.
“Since we first engaged, Moneybox has grown its AUM from approximately £5 billion to nearly £25 billion, a fivefold increase that highlights both the quality of the platform and the significant demand for its offering. As we strengthen our involvement through board representation, we look forward to supporting the team as they continue building one of the UK’s leading wealth management platforms.”
Dame Julia Hoggett, CEO, London Stock Exchange plc, said: “We are delighted to be part of Moneybox’s growth journey and to support them as they provide long-serving employees with the opportunity to realise some of the value they have helped Moneybox to create.
“The Private Securities Market offers innovative options to private companies looking to provide liquidity to their different shareholders, while offering investors further routes to access high-growth private companies. We look forward to seeing more companies utilise the Private Securities Market to support their ambitions.”