Financial services · Databricks

Addepar: Connecting the global investment ecosystem

Public case study · not a Metric Oak engagement

Faster pipeline development, accelerating client onboarding: 5x
Saved with data infrastructure optimization: $2M
Platform adoption growth by fostering a culture of data-driven collaboration: 200%

What happened

The story in brief

An investment data company serving advisors who manage trillions in client assets needed its core data infrastructure to scale. It standardized on Databricks for pipeline development and data sharing, which sped up onboarding of new clients and cut infrastructure spend.

How it compares

5x faster pipeline development, accelerating client onboarding, against a median speed-up of 5x across 8 financial services results.

See the full financial services benchmark

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Related insights

Frequently asked questions

What results did Addepar report?

Addepar reported 5x faster pipeline development, accelerating client onboarding; $2M saved with data infrastructure optimization; 200% platform adoption growth by fostering a culture of data-driven collaboration, according to its customer story published by Databricks.

Which platform and technologies did Addepar use?

Addepar used Databricks, including Unity Catalog, Delta Lake, Genie, Delta Sharing.

How do these results compare with other financial services programs?

5x faster pipeline development, accelerating client onboarding, against a median speed-up of 5x across 8 financial services results.

Source

Customer story published by Databricks: Connecting the global investment ecosystem (opens databricks.com in a new tab) on databricks.com. Figures as published, retrieved 27 October 2026. The summary above is Metric Oak's own. This is not a Metric Oak engagement.

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