£4m co-investment in a leading UK digital savings platform
The company
Founded in 2016, Moneybox is an established, UK-based, FCA-regulated digital savings and investment platform. The company offers a mobile-first platform that helps users build long-term financial wellbeing by offering a range of savings and investment products tailored to individual goals. Products include ISAs, pensions, and general investment accounts, all accessed through an easy-to-use mobile app. Moneybox’s mission is to help people save and invest for their future, making financial planning simple, accessible, and rewarding.
Moneybox serves over 1.5 million customers and manages assets exceeding £10 billion1. The platform’s user-friendly interface and comprehensive product suite have contributed to high customer retention rates and strong growth in assets under administration.
Investment rationale
Moneybox operates in a rapidly growing sector, with increasing demand for digital financial solutions. The company’s strong financial profile, including forecasted strong EBITDA growth and high margins, underscores its profitability and scalability. The platform’s proprietary technology, robust banking relationships, and internal treasury system provide significant competitive advantages.
The co-investment alongside Apis Partners, a seasoned sector investor, offers Connection Capital clients exposure to a high-growth fintech company with a clear path to value creation. The investment aligns with our strategy to provide clients with access to compelling co-investment opportunities alongside leading private equity firms.
1As at July 2025
