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Announced

Completed

Fidelity led a £35m Series D round in Moneybox.

Financials

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Transaction Value£35m
Consideration TypeCash
Capital Owned-
Capital Bid For-
EV/Sales-
EV/EBITDA-
Share Price Premium-
One Off Charge-

Sources

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Tags

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Venture Capital

FinTech

fintech company

United Kingdom

Private Equity

Single Bidder

Completed

Minority

Domestic

Acquisition

Friendly

Private

Synopsis

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Fidelity led a £35m Series D round in Moneybox, the digital wealth manager, with participation from Polar Capital. "Our mission is to help people build wealth with confidence so they can enjoy life today and tomorrow. This new round of investment enables us to create even better services to help our customers succeed across their home-buying, retirement, savings and investing missions. By continuing to focus on the large and under-served mass market, we believe we are on a path to create the UK’s category-defining wealth platform. We celebrate this moment with deep gratitude for our amazing team, our loyal customers, and our supportive investors," Ben Stanway, Moneybox Co-Founder.

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