Q3 2026 shareholder update

 

Growth¹

We closed Q3 2026 with £23.6 billion in AUA (up 33% YoY) and 2.1 million total funded customers (up 30% YoY). Net inflows for the quarter totalled £0.2 billion.

 

Product

We introduced a range of product improvements throughout the quarter. These included:

• Adding our three Moneybox funds to the Moneybox Stocks & Shares ISA, providing our investing customers with ready made, expertly managed funds at our lowest service fee yet.
• Launching our pension drawdown service, enabling customers to make regular ad-hoc withdrawals or a lump sum while the rest of their money stays invested for their retirement.
• Updating the in-app Homebuying Hub, which now tailors content according to whether a customer is an early saver, an advanced saver, or mortgage ready – making every step feel more relevant and giving customers a clearer path towards buying their home.

 

Finance¹

Our revenue for Q3 2026 was £43.6 million (up 39% YoY) and gross profit margin remained strong at 98%. The company continues to deliver profitable growth.

 

Public relations (PR)

• Our secondary share sale generated strong media coverage across national and trade media—highlighting Moneybox’s latest milestone as it picks the London Stock Exchange’s Pisces market for a £45mn employee share sale. The campaign secured prominent attention for the digital wealth manager, valuing the business at £800mn and positioning it alongside other leading UK fintech unicorns.
• We also took part in the FT Festival on a panel about how to fix the finances of Gen Z. Our data was highlighted to challenge common misconceptions of young people as high-risk day traders. Instead, the data demonstrates that our Gen Z community overwhelmingly chooses diversified funds over individual stocks, driving a strong surge in stocks-and-shares ISAs.
• We also continued to drive conversations around long-term financial security, our latest data spotlight on Millennial and Gen Z women has generated significant attention across national media—including a feature in The Independent.

 

Questions? Speak to our Support team through the in-app chat or email support@moneyboxapp.com.

 

¹ September 2026 Management Accounts.