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DPL Financial Partners, LLC competitors & alternatives
The 12 closest competitors and alternatives to DPL Financial Partners, LLC among financial services companies — ranked by similarity to what DPL Financial Partners, LLC actually does, not by market-cap band.
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About 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.
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 →
Top 12 DPL Financial Partners, LLC competitors
Ranked by semantic similarity — how close each company is to DPL Financial Partners, LLC by what it does, using Xcout's live company graph. Click any company for its full profile, or its competitor set.
Similar financial services company
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.
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Choice Connect is a financial distribution platform that enables individuals to become financial advisors and earn commissions by selling insurance, loans, and investment products.
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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.
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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.
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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.
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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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FAM Legacy Solutions LLC provides comprehensive financial planning, investment management, estate planning, life insurance, and tax planning services. The firm serves individuals, families, and professionals by creating personalized financial strategies to help them manage wealth, fund long-term goals, and build lasting legacies.
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World Financial Group is a financial services company providing life insurance and wealth-building strategies through a network of independent agents.
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Pacific Life provides a wide range of life insurance products, annuities, and employee benefits to individuals, families, and businesses. The company also offers various investment products and services designed to help clients manage retirement income and financial needs.
Financial Services, Technology
Deutsche Vermögensberatung (DVAG) provides financial consulting and brokerage services for private and corporate clients in Germany. The company offers products and guidance related to financial protection, private retirement planning, and wealth accumulation through a network of independent financial coaches.
Fintech / Insurtech
Integrity Marketing Group provides an omnichannel platform and technology solutions for the insurance, financial, and investment advisory sectors. The company serves consumers, carriers, agents, and advisors by offering holistic planning tools and data-driven solutions for life, health, and wealth protection.
Insurance Brokerage
Highland Capital Brokerage operates as an insurance brokerage partner that collaborates with financial professionals to deliver personalized insurance and wealth strategies. The company provides specialized support in areas such as life insurance, annuities, long-term care, disability insurance, advanced planning, and underwriting advocacy.
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