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DPL Financial Partners, LLC
DPL Financial Partners, LLC is a U.S. insurance platform and distribution network that helps fee-only financial advisors access commission-free insurance and annuity products. It serves registered investment advisors and other fiduciary wealth professionals, connecting them with insurance carriers and providing related product and support services.
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DPL Financial Partners, LLC at a glance
DPL Financial Partners, LLC is a financial services company headquartered in United States. It has raised at least $69M across the 4 funding rounds on record. Its most recent funding round, Series C, raised $23M in November 2024. Xcout tracks 16 named people at DPL Financial Partners, LLC, including David Lau (CEO).
DPL Financial Partners, LLC leadership
- David LauCEO
- Tom SmithChief Growth Officer, DPL; CEO-Managing Partner, Johnstone Brokerage Services
- Todd NuckolsChief Technology Officer
- Erik GeorgeChief Data Officer
- Heather RosatoChief Marketing Officer
- Tom McCarthyChief Distribution Officer
10 more named people on record for DPL Financial Partners, LLC, with roles, board committees and tenure — see the full roster →
DPL Financial Partners, LLC funding rounds
At least $69M raised across the 4 rounds on record. Every round on record:
| Date | Round | Amount | Investors |
|---|---|---|---|
| Series C | $23M | 2 named | |
| SEC Form D filing | $20M | — | |
| SEC Form D filing | $11M | — | |
| SEC Form D filing | $15M | — |
Who invested in each round, lead investors, valuations and the co-investor graph — open the full funding history →
Investors
DPL Financial Partners, LLC competitors
A few of DPL Financial Partners, LLC's closest competitors — see the full list of competitors and alternatives →
Centaurus Financial, Inc. is a national independent broker/dealer that offers securities, investment advisory services, and insurance products to clients nationwide. The company provides wealth management, retirement plans, insurance plans, and alternative investments through a network of independent financial advisers.
Choice Connect is a financial distribution platform that enables individuals to become financial advisors and earn commissions by selling insurance, loans, and investment products.
DuePoint is a South African financial services provider and wealth creation platform that enables individuals to earn recurring, asset-based income by distributing financial and insurance products.
Global Financial Impact is a financial agency and insurance provider that helps individuals and families build wealth, achieve financial independence, and access financial education and products. The company also offers a business platform and partnership opportunities designed to support professionals and entrepreneurs in the financial industry.
Experior Financial Group is a Managing General Agency (MGA) that provides insurance, investment, and financial planning services to clients through a network of licensed associates.
GoldBook Financial is a holistic advisory firm that provides insurance strategies, investment planning, and business solutions for individuals and business clients. Operating as a MassMutual firm, it offers professional financial guidance to help clients protect their assets, manage risk, and align their financial priorities.
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More on DPL Financial Partners, LLC in Xcout Intel
- 16 named people with titles, LinkedIn and board committees
- 4 funding rounds with the investors in each, and who they co-invest with
- The full competitor set, tracking, exports and API access