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DPL Financial Partners Logo
DPL Financial Partners Growth Score
67
CB Rank
39433
Heat Score
54
DPL Financial Partners is an RIA insurance network that brings low-cost, commission-free insurance solutions.
Founded
obfuscation
PrivateSeries C Louisville, Kentucky, United States51-100 www.dplfp.com/
Insurance
Overview

DPL Financial Partners
Total Funding
obfuscation
Growth Score
67
Heat Score
54

Total Funding
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Series C raised
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Growth Score67
-6 pts
in past quarter
Heat Score 54
-16 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About DPL Financial Partners

CB Rank
39433
DPL Financial Partners is an RIA insurance network that brings low-cost, commission-free insurance solutions.
Founded
obfuscation
PrivateSeries C Louisville, Kentucky, United States51-100 www.dplfp.com/
Insurance

Funding Rounds

Series C
OBF
in
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Private Equity
OBF
in
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Private Equity
OBF
in
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Key People

  • Photo of David Lau
    David Lau: Founder and Chief Executive Officer
    Past Role: Jefferson National, COO
  • Photo of Tom McCarthy
    Tom McCarthy: Chief Distribution Officer
    Past Role: Orion Advisor Solutions, EVP & Head of Wealth Sales

Details

Legal Name DPL Financial Partners, LLC.
Operating Status Active
Company Type For Profit
Founders  David Lau
About the Company
DPL Financial Partners is an RIA insurance network that brings low-cost, commission-free insurance solutions.
Phone Number 1-888-327-0049
Contact Email contact@dplfp.com
Predictions & Insights

Growth Prediction

See this Growth Prediction
Top Contributing Factors
Growth Insight

Products & Services

Commission-Free Annuities
Annuities offered without embedded sales commissions, designed to provide guaranteed income, principal protection, and tax deferral for retirement planning.
DPL Advisor Dashboard and Product Discovery Tools
A digital platform providing advisors with tools for annuity comparison, guaranteed income analysis, application tracking, and contract management.

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  • Preview private company insights and predictions
Financials

Company Funding

Total Funding Amount 
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Number of Funding Rounds 4
Unlock company funding data, including rounds, dates, amounts, and investors.
Announced Date  
Transaction Name  
Number of Investors  
Money Raised  
Lead Investors  
Funding Type  
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Series C - DPL Financial Partners Logo
Series C - DPL Financial Partners
2
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Eos Venture PartnersSeries C
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Series C - DPL Financial Partners Logo
Series C - DPL Financial Partners
2
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Eos Venture PartnersSeries C
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Series C - DPL Financial Partners Logo
Series C - DPL Financial Partners
2
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Eos Venture PartnersSeries C
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Series C - DPL Financial Partners Logo
Series C - DPL Financial Partners
2
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Eos Venture PartnersSeries C
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Series C - DPL Financial Partners Logo
Series C - DPL Financial Partners
2
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Eos Venture PartnersSeries C

Funding Rounds

Total Funding Amount 
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Number of Funding Rounds 4
Unlock company funding data, including rounds, dates, amounts, and investors.
Announced Date  
Transaction Name  
Number of Investors  
Money Raised  
Lead Investors  
Funding Type  
obfuscation
Series C - DPL Financial Partners Logo
Series C - DPL Financial Partners
2
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Eos Venture PartnersSeries C
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Series C - DPL Financial Partners Logo
Series C - DPL Financial Partners
2
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Eos Venture PartnersSeries C
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Series C - DPL Financial Partners Logo
Series C - DPL Financial Partners
2
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Eos Venture PartnersSeries C
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Series C - DPL Financial Partners Logo
Series C - DPL Financial Partners
2
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Eos Venture PartnersSeries C
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Series C - DPL Financial Partners Logo
Series C - DPL Financial Partners
2
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Eos Venture PartnersSeries C

Investors

Unlock company funding data, including rounds, dates, amounts, and investors.
Investor Name  
Lead Investor  
Funding Round  
Partners  
TIAA Logo
TIAA
—
Series C - DPL Financial Partners Logo
Series C - DPL Financial Partners
Wayne Baker
TIAA Logo
TIAA
—
Series C - DPL Financial Partners Logo
Series C - DPL Financial Partners
Wayne Baker
TIAA Logo
TIAA
—
Series C - DPL Financial Partners Logo
Series C - DPL Financial Partners
Wayne Baker
TIAA Logo
TIAA
—
Series C - DPL Financial Partners Logo
Series C - DPL Financial Partners
Wayne Baker
TIAA Logo
TIAA
—
Series C - DPL Financial Partners Logo
Series C - DPL Financial Partners
Wayne Baker

Investments

Number of Acquisitions 2

Investment Breakdown

Number of Acquisitions 2
Market Intelligence
People
View Profiles & Contacts
Headcount 51-100 Employee Profiles 6 Board Members and Advisors 1 Contacts 91

Employee Profiles

Board Members and Advisors

News

News and Press

News•Mar 12, 2026
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News•Feb 19, 2026
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News•Feb 18, 2026
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News•Dec 16, 2025
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Access a complete feed of recent news and press, from product launches to leadership changes.
Technology
View Tech Report

Monthly Web Visits

3,475
68.28%
 in past month

IT Spend

$1.9MThis year, DPL Financial Partners is projected to spend $1.9M on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
BNY Eagle Logo
BNY Eagle
95
Office Expansion Logo
Office Expansion
94
Small Business Loans Logo
Small Business Loans
93

Actively Used Products

17DPL Financial Partners uses 17 technology products and services including HTML5, Amazon EC2, and  Office 365, according to G2 Stack.

Active Website Tech Count

23DPL Financial Partners is actively using 23 technologies for its website, according to BuiltWith. These include DNSSEC, Cloudflare CDN, and  Cloudflare.
Sub-Organizations
Frequently Asked Questions

Where is DPL Financial Partners's headquarters? DPL Financial Partners is located in Louisville, Kentucky, United States.Who invested in DPL Financial Partners? DPL Financial Partners has 4 investors including TIAA and  Eos Venture Partners.When was the last funding round for DPL Financial Partners? DPL Financial Partners closed its last funding round on
obfuscation
from a Series C round.Who are DPL Financial Partners's competitors? Alternatives and possible competitors to DPL Financial Partners may include F&G Annuities & Life, Delaware Life Insurance Company, and  Annuities Genius.How much funding has DPL Financial Partners raised to date? DPL Financial Partners has raised
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.
Who We Are
What We Do
Helpful Links
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