Moneybox, founded by Ben Stanway and Charlie Mortimer, has rapidly emerged as a leader in the digital wealth space, offering customers a comprehensive suite of products, including saving, investing, home-buying, and retirement planning services. The company has more than 1.5 million customers to date, and has over £10 billion of Assets Under Administration and a mission to help people achieve their financial goals and build wealth with confidence. Apis Partners’ core philosophy is that there should be no trade-off between financial returns for LPs and the societal impact created by its funds’ investments, with a sector-specific team focused on investments in the dynamic intersection between financial services and technology across global markets.

The Hogan Lovells team that represented Apis was led by London-based M&A partners Anthony Doolittle and John Connell with support from senior associate Aidan Ward, associate Bodunde Ajenifuja and trainee solicitor Aphrah Raja.

Additional support was provided by partner Michael Thomas, senior associate Mark Orton, associate Joseph Scott and trainee solicitor Umang Pandey on financial regulation; counsel Anvita Sharma on employment; consultant Luke Grubb and associate Magdalena Medarova on SOAR; partner Fiona Bantock and senior associate Callum Fowers on ESI; partner Nicola Fulford and associate Pemi Arowojolu on data privacy and counsel Emily Sharkey and associate Sheyna Cruz on intellectual property.

Partner Anthony Doolittle commented: “It’s been a pleasure to guide the Apis Partners team on this transaction which will see Moneybox enter into the next stage of its journey. Moneybox has achieved fantastic growth, and we wish the team all the very best for the next phase with Apis Partners as a strategic investor and partner.”