February 2025

The Wealth Mosaic Talks To Tanya Bartolini about her views on investment management and the Jacobi story

The Wealth Mosaic Talks To Tanya Bartolini, Co-Founder and CRO of Jacobi Inc. on why she founded Jacobi, her views on investment management, and industry changes since Jacobi was established.

In this series, we 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 full article here.

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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.

The Wealth Mosaic Talks To Tanya Bartolini about her views on investment management and the Jacobi story

Recent Insights

ON DEMAND WEBINAR | Connecting the Model Portfolio Lifecycle (EMEA)

The Wealth Mosaic - AI Toolkit 2025

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