--- title: Tanya Bartolini | Jacobi description: Tanya Bartolini - Jacobi Chief Revenue Officer, Co-Founder, and Author. --- [Skip to content](https://lp.jacobistrategies.com/tanya-bartolini-jacobi#main-content) ![Jacobi Standard Logo](https://lp.jacobistrategies.com/hs-fs/hubfs/Jacobi%20Standard%20Logo.png?width=204&height=80&name=Jacobi%20Standard%20Logo.png) - [The Harness](https://www.jacobistrategies.com/our-platform/) Show submenu for The Harness - [Foundation Multi-Asset Technology](https://www.jacobistrategies.com/jacobi-multi-asset-technology/) - [AI Production Infrastructure](https://www.jacobistrategies.com/ai-production-infrastructure/) - [AI Workbench](https://www.jacobistrategies.com/ai-workbench/) - [Forward Deployed Engineering](https://www.jacobistrategies.com/forward-deployed-engineering/) - Our Product Show submenu for Our Product - [Model Portfolio Management Solution (MPMS)](https://www.jacobistrategies.com/model-portfolio-management-solution/) - [Custom Portfolio Solution](https://www.jacobistrategies.com/custom-portfolio-solutions/) - [OCIO Solution](https://www.jacobistrategies.com/ocio-solution/) - [Jacobi Investment Modules & Applications](https://www.jacobistrategies.com/jacobi-modules-applications/) - [Jacobi Data Engine](https://www.jacobistrategies.com/jacobi-data-engine/) - [Our Technology](https://www.jacobistrategies.com/our-technology/) - [Insights](https://www.jacobistrategies.com/insights/) - [About us](https://www.jacobistrategies.com/about-us/) Show submenu for About us - [Who We Help](https://www.jacobistrategies.com/who-we-help/) Show submenu for Who We Help - [Asset Managers](https://www.jacobistrategies.com/asset-managers/) - [Wealth Managers & RIAs](https://www.jacobistrategies.com/wealth-managers-rias/) - [Assets Owners & Pension Funds](https://www.jacobistrategies.com/asset-owners-pension-funds/) - [Investment Consultants & OCIOs](https://www.jacobistrategies.com/investment-consultants-ocios/) - [Awards](https://www.jacobistrategies.com/jacobi-awards/) - [Case Studies](https://www.jacobistrategies.com/case-studies/) Open main navigation Close main navigation - [The Harness](https://www.jacobistrategies.com/our-platform/) Show submenu for The Harness - [Foundation Multi-Asset Technology](https://www.jacobistrategies.com/jacobi-multi-asset-technology/) - [AI Production Infrastructure](https://www.jacobistrategies.com/ai-production-infrastructure/) - [AI Workbench](https://www.jacobistrategies.com/ai-workbench/) - [Forward Deployed Engineering](https://www.jacobistrategies.com/forward-deployed-engineering/) - Our Product Show submenu for Our Product - [Model Portfolio Management Solution (MPMS)](https://www.jacobistrategies.com/model-portfolio-management-solution/) - [Custom Portfolio Solution](https://www.jacobistrategies.com/custom-portfolio-solutions/) - [OCIO Solution](https://www.jacobistrategies.com/ocio-solution/) - [Jacobi Investment Modules & Applications](https://www.jacobistrategies.com/jacobi-modules-applications/) - [Jacobi Data Engine](https://www.jacobistrategies.com/jacobi-data-engine/) - [Our Technology](https://www.jacobistrategies.com/our-technology/) - [Insights](https://www.jacobistrategies.com/insights/) - [About us](https://www.jacobistrategies.com/about-us/) Show submenu for About us - [Who We Help](https://www.jacobistrategies.com/who-we-help/) Show submenu for Who We Help - [Asset Managers](https://www.jacobistrategies.com/asset-managers/) - [Wealth Managers & RIAs](https://www.jacobistrategies.com/wealth-managers-rias/) - [Assets Owners & Pension Funds](https://www.jacobistrategies.com/asset-owners-pension-funds/) - [Investment Consultants & OCIOs](https://www.jacobistrategies.com/investment-consultants-ocios/) - [Awards](https://www.jacobistrategies.com/jacobi-awards/) - [Case Studies](https://www.jacobistrategies.com/case-studies/) - [Contact us](https://www.jacobistrategies.com/contact/) [Contact us](https://www.jacobistrategies.com/contact/) ![Tanya LP](https://lp.jacobistrategies.com/hs-fs/hubfs/Tanya%20LP.png?width=1200&height=379&name=Tanya%20LP.png "Tanya LP") # Tanya Bartolini ### Chief Revenue Officer & Co-Founder, Jacobi Focused on enabling the investment management industry through technology, Tanya has broad experience across business development, technology and investments. Prior to co-founding [Jacobi](https://www.jacobistrategies.com/about-us/), Tanya held increasingly senior roles at Australia’s largest financial institution, Commonwealth Bank of Australia (including Colonial First State). ## Awards & Accolades ![Tanya is a WINNER](https://lp.jacobistrategies.com/hubfs/Tanya%20is%20a%20WINNER.png "Tanya is a WINNER") ### Tanya Bartolini awarded WatersTechnology Woman Of The Year 2025 Tanya Bartolini, Co-Founder of Jacobi, named WatersTechnology Woman Of The Year at the 2025 Women in Technology & Data Awards. [Read more](https://www.jacobistrategies.com/jacobi-insights/tanya-bartolini-awarded-waterstechnology-woman-of-the-year-2025/) ![Tanya STEM](https://lp.jacobistrategies.com/hubfs/Tanya%20STEM.png "Tanya STEM") #### Authority Magazine's Influential Women in STEM How Tanya Bartolini of Jacobi tackles the extreme work life balance of being a woman in STEM. [Read more](https://medium.com/authority-magazine/how-tanya-bartolini-of-jacobi-tackles-the-extreme-work-life-balance-of-being-a-woman-in-stem-during-cb51260a95a1) ## Events & Keynotes ### Upcoming Events   ### Past Events WTW Manager Ideas Exchange Panelist Tuesday 17th & Wednesday 18th, September 2025 Chicago Potentia Female Founder Forum on Operational Excellence Speaker Wednesday, 10 September 2025 WTW Manager Ideas Exchange Panelist Tuesday 25th & Wednesday 26th, March 2025 Melbourne ## Interviews ![Jacobi X MFS](https://lp.jacobistrategies.com/hs-fs/hubfs/Jacobi%20X%20MFS.png?width=1495&height=662&name=Jacobi%20X%20MFS.png "Jacobi X MFS") #### Transforming Investment Strategy with Technology: MFS and Jacobi Discover how MFS is redefining client engagement and investment strategy through data-driven insights and cutting-edge technology. [Watch now](https://lp.jacobistrategies.com/mfs-jacobi-interview-video-case-study?hsLang=en) ![Bank to the Future](https://lp.jacobistrategies.com/hubfs/Bank%20to%20the%20Future.png "Bank to the Future") #### Jacobi interviewed as part of Bank to the Future 2.0 Series with Morgan's Financial Limited Tanya Bartolini from Jacobi recently enjoyed speaking to Chris Tilley with Morgans Financial Limited about Jacobi's evolution and our plans for the future. [Listen now](https://www.jacobistrategies.com/jacobi-insights/jacobi-interviewed-as-part-of-bank-to-the-future-2-0-series-with-morgans-financial-limited/) ![Jacobi X Axioma](https://lp.jacobistrategies.com/hubfs/Jacobi%20X%20Axioma.png "Jacobi X Axioma") ### Jacobi launches partnership with Axioma Jacobi has launched an exciting partnership with Axioma which now enables Jacobi users to access Axioma’s equity and multi-asset class factor risk models and portfolio optimizer, better visualizing portfolio risks and informing portfolio construction decisions. [Watch now](https://www.simcorp.com/resources/insights/industry-articles/2024/challenging-the-existing-wealth-management-workflow-paradigm) ## Authored Articles ![New Data strategy AI article](https://lp.jacobistrategies.com/hubfs/New%20Data%20strategy%20AI%20article.png "New Data strategy AI article") ### **Why Investment Groups Need A New Data Strategy To Unlock AI Agents** As artificial intelligence transforms the investment landscape, traditional data strategies are rapidly losing relevance. For investment groups, the future demands a fundamental shift - from focusing on how data is moved and transformed, to how it is understood and mastered.  [Read more](https://lp.jacobistrategies.com/why-investment-groups-need-a-new-data-strategy-for-the-ai-era?hsLang=en) ![WM interview banner (1)](https://lp.jacobistrategies.com/hubfs/WM%20interview%20banner%20(1).png "WM interview banner (1)") ### The Wealth Mosaic Talks To Tanya Bartolini about her views on investment management  In this series, TWM interview senior executives from leading wealth management firms, solution providers, and WealthTech influencers to learn more about them, their journey, their perspectives on the market, and how they see the future of wealth management. [Read more](https://www.thewealthmosaic.com/vendors/jacobi/twm-articles/the-wealth-mosaic-talks-to-tanya-bartolini-co-foun/) ![model portfolio customization article header](https://lp.jacobistrategies.com/hubfs/model%20portfolio%20customization%20article%20header.png "model portfolio customization article header") ### Why model portfolio customization poses a challenge to scalability Their success of model portfolios has enabled investment groups to deploy their best ideas, from asset allocation to portfolio construction whilst at the same time delivering greater efficiencies and cost effectiveness to investment firms. [Read more](https://www.jacobistrategies.com/jacobi-insights/why-growing-model-portfolio-customization-poses-a-challenge-to-scalability/) ![wealthtech landscape](https://lp.jacobistrategies.com/hubfs/wealthtech%20landscape.png "wealthtech landscape") ### **Delivering an Institutional Investment Process to the Mass Affluent** The 2023 APAC WealthTech Landscape Report report is a comprehensive guide to the technology and related vendor marketplace for the APAC Wealth Management Community. In the report, Jacobi's Tanya Bartolini discusses the growing need for an institutional process for the mass affluent market. [Read more](https://www.jacobistrategies.com/jacobi-insights/jacobi-highlighted-in-2023-apac-wealthtech-landscape-report/) --- [![](https://lp.jacobistrategies.com/hs-fs/hubfs/Jacobi%20Logos/Jacobi%20Standard%20Logo%20-%20No-Padding.png?width=300&height=79&name=Jacobi%20Standard%20Logo%20-%20No-Padding.png)](http://jacobistrategies.com) Jacobi’s technology has its roots in institutional investment management and brings together investment expertise and a market-leading technology platform. Headquartered in San Francisco, the company is led by a team of experienced investment professionals and engineers. 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