A Chat with Lydia Ofori, Founder at Investment Platform: Kreesibl

We’re an innovative platform for individuals – mainly aimed at millennials – who want to own their financial wellness journey. We help them do that by focusing on extending their income stream through investing.

Kreesibl makes learning seamless, helping individuals to invest with great insights, whilst helping them to stay on top of their financial wellness with easy-to-use tools.

Kreesibl has spent a considerable amount of time and resources to create sentiment-driven AI technologies, which helps to pick out the right industries before the companies – whereas other platforms typically do it the other way around. By doing it this way, it evaluates the industries that are on-trend and in line with how economies are moving. By focusing on industries first, it helps to create a great foundation for an investment portfolio.

This is why Kreesibl places huge importance on explaining what would appear very technical and intimidating to most people, as plainly as possible using a medium that most millennials can connect with.
 
 
Lydia Ofori,CFA,CAIA (@lydia_ofori) / Twitter
 

How did you come up with the idea for the company?

 
Ever since I was a little girl, my dad always told me to become an expert in whatever I’m passionate about. He said that there’s nothing worse than someone talking about something they have no knowledge of. This has stuck with me ever since.

After I’d graduated from university, I went through a series of professional qualifications needed to make it in the sector. My personal tutor at university recommended the CFA charter so I jumped right into that after my Master’s degree. But it took more than one attempt to pass each of the three levels required to receive a charter. I was so determined to get through to the end as there was – and still is – a huge lack of women, or let alone black women, in the industry.

I thought about my own experience to figure out what I could do next: How are millennials approaching investing and money management and building wealth but more importantly what are the challenges that hinder their success to that full financial wellness state?”

I recognised how quickly Millennials are taking to self-investing as a means of diversifying their income to reach an optimal financial wellness state but grew exceedingly concerned that not enough is being done to provide tools that will help Millennials to make the right decisions. As such, most people’s processing and understanding appear like throwing darts in the dark.
 

 

How has the company evolved during the pandemic?

 
We have been developing the core, setiniment-drvien AI technologies sense 2020 and finally launched Kreesibl in January 2022, whilst the pandemic provided an accelerator for that. It forced people to get a grasp of their financial situation, whilst realising that they had the power to change their life.

With investment becoming much less of a taboo subject in recent years, Kreesibl helps people make the right choices.
 

What can we hope to see from Kreesibl in the future?

 
My goal is to create a social aspect that revolves around finances – chatting with family and friends about investing. I want to turn this nation into one that isn’t shy about discussing money. And the key is accessibility. I’m determined to level the playing field and give everyone a fair chance of bettering themselves. With education, and using the right resources, everyone can achieve that.