ESG Scores – by portfolio company

ESG Score - Moneybox

2026

Moneybox is a leading UK digital wealth management company offering a comprehensive suite of products, including savings, investing, home-buying, and retirement planning services. As the UK’s leading digital Individual Savings Account (“ISA”) provider, Moneybox offers an intuitive platform for setting up UK tax- wrapped products and wealth accumulation strategies. The company has serves over 1.5 million customers, and has a mission to make financial management and investing accessible to retail investors.

Sector
Wealth Management - savings & investments

Location
UK

61%
At Apis investment
73%
Current
A
B
C
D
E

ESG Score (current)

ESG score breakdown
(inc. comparison to score at time of Apis investment)

Environment
68%
0
40
68
100
Social
80%
0
73
80
100
Governance
68%
0
60
68
100
At Apis investment
Current
Current score
68%
+28
percentage points since Apis first invested

Environmental

Managing environmental risk and opportunity improves long-term resilience

Integrating climate risk management, resource efficiency, and the measurement of greenhouse gas emissions into a business’ operations allows for mitigation of climate-related risks, enhanced capital allocation decisions, and an improved environment, leading to improved overall resilience and long-term performance.

The factors that influence the Environmental score are:

Environmental policy / management system

Measurement of Scope 1-3 GHG emissions

Measurement of other environmental data

GHG reduction measures

Climate risk identification and mitigation

Environmental improvement measures

Fossil fuel exclusion policy

Endorsement of 3rd-party climate frameworks

Current score
80%
+7
percentage points since Apis first invested

Social

Investing in people, customers, and communities drives sustainable value

A focus on workforce development, gender diversity, and responsible product and service provision helps Apis’ portfolio companies to enhance productivity, improve operations, and build the trust that is needed to bring formal financial services to previously underserved communities.

The factors that influence the Social score are:

HR policy / management system

Gender representation

GBVH policy / management system

Unadjusted gender pay gap

Internal grievance mechanism

Health & safety policy / management system

Employee training

Endorsement of 3rd-party social / impact frameworks

Current score
68%
+8
percentage points since Apis first invested

Governance

Strong governance provides the foundation for disciplined growth and performance

Companies that improve accountability, transparency, and risk management are able to strengthen internal controls, reduce operational risk, and improve stakeholder confidence, allowing for sustainable scale.

The factors that influence the Governance score are:

ESG policy / management system

ABC policy / management system

Whistleblowing mechanism

AML / CFT policy / management system

Data management policy / management system

Internal audit function

Board composition

Certifications of international standards (e.g. ISO)