Moneybox

We are very pleased to announce that two new investors have joined our investor base with a combined investment worth approximately ￡70 million* and that our valuation has nearly doubled to ￡550 million, only two years after our Series D. We welcome Apis Global Growth Fund III SCSp, the lead investor in the transaction, managed by Apis Partners - a prominent investor in high-growth, impactful global financial services and technology businesses. Amundi - Europe’s leading asset manager - also joins who will be represented by our existing investor Breega (in which Amundi is an investor). Together, both investors will play an important role in accelerating the next phase of development and growth for Moneybox.? The transaction will mainly be facilitated through a secondary share sale, with existing investors selling 10-15% of the current share capital. However, it won’t just be institutional investors who have the ability to sell. We’ve enabled the rest of our shareholder community, including eligible employees, Crowd investors and customer (Reward Shares) shareholders - around 35,000 people - the opportunity to participate and sell 10% of their shareholdings. We’re delighted to be able to facilitate this and recognise the hard work of our team and our investors, many of whom have supported us since inception, to realise some of the value of their investment and benefit from the company’s strong growth trajectory. This transaction highlights Moneybox's strong market position, having achieved our first full year of profitability over a year ago and recently surpassing ￡10 billion in AUA. In the last fiscal year alone, we’ve successfully scaled revenues by 168% and AUA per customer by 46%. We are excited about the incredible opportunity ahead and will continue our focus helping millions of people build wealth so they can live the life that they want. - Moneybox Co-founders, Ben Stanway & Charlie Mortimer *Subject to approval by the Financial Conduct Authority (FCA).

At Moneybox we're helping more than a million customers turn their money into something greater - and we’re looking for team members to help us do that. We're currrently hiring for the following roles: ?? Senior Organisational Development (OD) Manager ?? Associate Product Manager - Investing & Retirement ?? Customer Operations Executive ?? Support Team Executive ?? AI Conversation Designer If you’re interested in any of our current vacancies, click here to find out more:? https://bit.ly/3fzj3j5 And if you know someone who’d be perfect for one of these roles - tag them! #MakingMoneybox #Hiring

We’re delighted to share that Moneybox has ranked in the prestigious Deloitte UK Technology Fast 50 for the fifth year running. ?? We’re very proud to have been recognised once again as one of the UK’s fastest-growing tech companies, ranking 23rd in the list of 50 - up three places from last year. Rankings are based on percentage revenue growth over the last three years, and Moneybox grew by 1399% during this period. We have also surpassed ￡10 billion in assets under administration and achieved a market valuation of ￡550 million since last year’s ranking was published - all while helping people build wealth with confidence. Ben Stanway, Co-Founder and Executive Chair of Moneybox said: We’re delighted to be recognised for the fifth consecutive year in the Deloitte UK Technology Fast 50. Over the past decade, our dedicated team has built a vertically integrated proprietary tech platform and a radically customer-centric experience where people don’t have to have wealth to create wealth. "Today, we’re proud to serve over one million customers, helping them achieve their financial goals and build wealth with confidence. Our customers increasingly demonstrate that they want to use us for their wealth-building needs throughout life. As a result, AUA per customer has also increased by 46% in the last fiscal year alone. We believe Moneybox has a clear pathway to becoming a category-defining business, given the market opportunity, our differentiated focus, and the deeply embedded value in our customer base.” #DeloitteFast50 #MakingMoneybox

To celebrate Talk Money Week, TISA is spotlighting some of the incredible financial education initiatives from our member firms.? Today, we’re excited to showcase our third member firm, Moneybox, a savings and investing app on a mission to help everyone build wealth and confidence. “Doing this one (free!) thing could have a big impact on your financial future. Our research found that people who dedicate time to their finances each week have the highest levels of financial confidence - regardless of their income level. This in turn has a positive impact on their financial goals: we also found that people who are more financially confident have net worth that is ￡65k higher on average than those with low financial confidence. So whether you spend it reviewing your budget or listening to a podcast about investing, setting aside just 30 minutes a week could help you make real progress towards your goals.” Source: Moneybox survey of 4,000 adults, December 2023 If you’d like to know more about TISA’s Financial Education Council and our work to enable every child to have an effective financial education, get in touch with Sophie Legrand-Green For free and impartial money guidance, @MoneyHelperUK can help with a whole range of guides and tools available to help you manage your money. Visit www.moneyhelper.org.uk? #TalkMoney #DoOneThing Nici Audhlam-Gardiner Zoe Renton ?Carol Knight Alison Pask

The Moneybox team had a brilliant time learning and celebrating together this Black History Month. Here are some of our highlights: ?? Our Black Employee Network hosted their first panel event! In line with this year’s BHM theme - Reclaiming Narratives - Moneybox team members shared their stories as part of a panel discussion around breaking into the tech industry, followed by snacks, drinks and networking with almost 50 guests. ?Members of our Black Employee Network attended #BlackTechFest2024, a conference where tech companies and professionals come together to celebrate and amplify the contributions of black talent and innovation in the industry, in order to pave the way for a more inclusive future in tech. ????? Paul A. organised a week of scavenger hunts around the office to spotlight the contributions of black LGBTQ+ icons, including Bayard Rustin and? Marsha P. Johnson. We can be a fairly competitive bunch - especially where @ Long Boy doughnuts are involved - and Nazmin M. from our Support team set a record for solving the riddle and locating the icon in 3 minutes flat! ?We brought our BHM Quiz Night back for another year - packed with fun and educational questions, covering everything from culture and history to music and sports, this is always a fun way to learn together as a team. ?? All of this activity was fuelled by delicious food and drink from local black-owned businesses, including Suya Pit, Puff Puff Ministry, Dine with Sheeks, Chaps, Dark Sugars Chocolates, Nutrinana’s Granola, patties from Carnival Pot round the corner in Southwark, cupcakes from Cherry Treats, buns from Bun Dat Bakery (a Moneybox staple!), and?Longboys doughnuts. A massive thank you to the brilliant Moneybox Black Employee Network - and especially our Network Leads Astrid Bunu and Michelle Mamudu - for organising this programme of fun and inspiring activities. ?? We’d love to hear how you celebrated #BlackHistoryMonth this year. ??

Our Head of Personal Finance, Brian Byrnes, joined Ylva Oertengren, COO at Simply Asset Finance, and Centrus CEO Phil Jenkins to share his reaction to yesterday's #AutumnBudget with Yahoo Finance UK - just minutes after the Chancellor finished speaking. Watch the discussion. ?

As part of our Black History Month celebrations Astrid Bunu and Michelle Mamudu, our Moneybox Black Employee Network Leads, answered some questions about the network and its impact on life at Moneybox. Watch the video to find out more about the initiatives that Astrid and Michelle have launched to help shape our DE&I strategy, support our black team members, and ensure that everyone can show up to work as their authentic self.

We surveyed 4,000 aspiring homeowners and this is what we learned about the average first-time buyer in the UK. ?? ? Swipe through to find out more. Source: The Moneybox Voice of First-time Buyers white paper, a survey of 4,000 aspiring and 500 recently successful first-time buyers, August 2024.

Join the Moneybox Black Employee Network for a Black History Month panel event at the Moneybox offices on Thursday 24th October. ?? The panel of Moneybox team members will share?their experience of breaking into tech and advancing into technical and senior roles. They will discuss their journeys into the industry through non-traditional pathways, the challenges they’ve faced, and how they’ve overcome them. They’ll also discuss the importance of representation and inclusion within the tech industry. Food and drinks will be provided, and there will be plenty of time for networking before and after the panel discussion. Find out more and secure your space below. ?

Yesterday some members of the Moneybox Black Employee Network had the amazing opportunity to attend BTF? ? It was such an incredible event filled with diverse talent and we were able to hear from great speakers across the industry, highlighting the importance of community and representation, as well as showcasing some of the latest industry trends! Massive thank you to Colorintech for creating such a great event! We're so excited to take back everything we've learnt and continue fostering a diverse and inclusive culture at Moneybox! #Blacktechfest #Diversity #Moneybox #MBEN