DPL Financial Partners

About DPL Financial Partners

DPL Financial Partners focuses on providing Commission-Free annuities and insurance solutions to registered investment advisors (RIAs). Their mission is to help RIAs incorporate insurance into their practices under a fiduciary umbrella, delivering better client outcomes, meeting client demand for broader services, and growing assets under management (AUM).

Products & Services

Commission-Free Annuities:Low-cost, value-driven annuities without commissions, designed to generate guaranteed income and provide principal protection.

MYGA Marketplace:A platform for multi-year guaranteed annuities as part of their product offerings.

Life Insurance:Insurance products to meet client needs for protection and tax deferral.

Discovery Tools:Tools like Guaranteed Income Analysis and Fixed Income Comparison to evaluate and compare annuity and income solutions.

Specialties

Commission-Free Annuities Insurance Solutions Fiduciary Financial Planning Retirement Income Solutions

Funding History

Debug: View Raw Funding Data

#	Type	Amount Fields	Date Fields	Investors
1	RT: Series C T: - FT: Series C	A: 23000000 MR: - FA: 23 million FAN: 23000000	D: 2024-12-03 FD: 2024-12-03	2 investors

Series C Latest

2024-12-03

$23.0M

2 investors (Pro only)

Growth Metrics

+45%

Employee Growth

YoY

3.2x

Funding Growth

Last Round

12

Markets

Operating

10K+

Customers

Active

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Team & Leadership

D

David Lau

FOUNDER & CEO

LinkedIn (Pro only)

H

Heather Rosato

CHIEF MARKETING OFFICER

LinkedIn (Pro only)

T

Tom Smith

CHIEF GROWTH OFFICER

LinkedIn (Pro only)

T

Todd Nuckols

Chief Technology Officer

S

Steve Werrlein

EVP, BUSINESS DEVELOPMENT

J

John Barkeley

CHIEF FINANCIAL OFFICER

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