Connecting the global investment ecosystem
Addepar adopted the Databricks Data + AI Platform to centralize disparate datasets, streamline workflows and leverage advanced AI capabilities at scale for a platform managing more than $7 trillion in assets, reducing pipeline development times by 3-5x, accelerating client onboarding, and cutting infrastructure costs by 32%, saving $2 million annually.
Overview
Addepar adopted the Databricks Data + AI Platform to centralize disparate datasets, streamline workflows and leverage advanced AI capabilities at scale for a platform managing more than $7 trillion in assets, reducing pipeline development times by 3-5x, accelerating client onboarding, and cutting infrastructure costs by 32%, saving $2 million annually.
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Inspect the highlighted sourceThe challenge
Addepar's rapid growth from $2 trillion to $7 trillion in managed assets exposed limitations in its custom-developed infrastructure; fragmented and siloed datasets spanning market and portfolio information made it hard to deliver timely, holistic insights, and development workflows for ingesting, transforming and analyzing data took up to 16 weeks.
The solution
Addepar adopted the Databricks Data + AI Platform's lakehouse architecture, using Delta Lake to unify client portfolio, market and custodial data, Delta Sharing to securely share data across global regions, interactive Notebooks for cross-functional collaboration, a serverless architecture for burst traffic during nightly ingestion, and Unity Catalog for governance including column masking and dynamic views.
Reported business value
Addepar accelerated pipeline development from 8-16 weeks to 2-3 weeks (a 3-5x improvement), contributed to a 32% reduction in infrastructure costs and $2 million in annual platform savings, and saw internal platform adoption grow 200% year-over-year.
Sources
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Other financial services entries in the register.
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