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, Tanya held increasingly senior roles at Australia’s largest financial institution, Commonwealth Bank of Australia (including Colonial First State).
Awards & Accolades
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.
Authority Magazine's Influential Women in STEM
How Tanya Bartolini of Jacobi tackles the extreme work life balance of being a woman in STEM.
Events & Keynotes
Upcoming Events
WTW Manager Ideas Exchange
Panelist
Tuesday 17th & Wednesday 18th, September 2025
Chicago
Event link
Interviews
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.
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.
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.
Authored Articles
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.
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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.
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.
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.