Soumya Rajan

In this engaging discussion, Soumya Rajan, founder and CEO of Waterfield Advisors, shares her insights on empowering women in finance. She highlights the unique investing traits of women, emphasizing their strategic, sustainability-focused approach. Soumya introduces her T.O.U.C.H framework, which reveals patterns in women's financial behavior that differ from men’s. She also sheds light on the barriers wealthy women face, and how HERitage aims to bridge gaps in financial literacy and access, ultimately inspiring a new generation of women investors.