Case Study: Addepar achieves scalable, cost-efficient data operations with Databricks

Connecting the global investment ecosystem

Addepar, a global technology and data company serving investment professionals, needed to scale its data infrastructure to support more than $7 trillion in assets while overcoming siloed datasets, slow workflows, and rising operational costs. To modernize, Addepar adopted Databricks and its Data Intelligence Platform to centralize data and better support analytics, collaboration, and AI at scale.

With Databricks, Addepar unified portfolio, market, and custodial data in a lakehouse architecture, improved collaboration with Notebooks, and strengthened governance with Unity Catalog. The results included 3–5x faster pipeline development, faster client onboarding, nearly 2x better compute efficiency, and a 32% reduction in infrastructure costs, saving $2 million annually.

Addepar

Bob Pisani

Chief Technology Officer