Latest DPL Financial Partners News & Updates

See the latest news and media coverage for DPL. We track all announcements, press releases, and industry mentions in real time, all in one place.

DPL Financial Partners (DPL)

Financial technology platform for commission-free annuities and insurance

dplfp.com

Headquarters: Louisville, United States
Founded year: 2014
Company type: Private company
Number of employees: 90–200
Industry: Multiline Insurance & Brokers

Last updated December 2, 2025

Latest news about DPL Financial Partners (DPL)

In short: DPL surpassed $6 billion in annuity assets, launched Annuity Review tools, and expanded partnerships with Orion and Envestnet.

Company announcements

December 2, 2025 DPL

DPL names Tom McCarthy chief distribution officer

McCarthy leads sales as the firm expands into advisory-centric insurance and enterprise solutions for RIAs, boasting $3 trillion in AUM.

October 29, 2025 DPL

DPL administers $5 billion in annuity assets

Administered assets rose 200% over 24 months. Growth stems from deals with Orion, Envestnet, and SS&C Black Diamond.

February 27, 2024 DPL

DPL expands partnership with Orion to provide commission-free annuities to advisors

The expanded integration gives fee-based financial advisors on the Orion platform direct access to DPL’s no-load annuity marketplace, product discovery tools, and licensed insurance consultants.

February 21, 2024 DPL

DPL leads in advisor poll for annuities and life insurance

Market share rose to 6.51%, surpassing $1 trillion in AUM as DPL topped the T3 survey results.

Media coverage

October 21, 2025 FA Magazine

RIAs Drive DPL Financial Past $5 Billion In Annuity Assets

DPL Financial Partners has surpassed $5 billion in annuity assets on its platform, marking a major milestone for the fast-growing marketplace that connects registered investment...

October 20, 2024 Yahoo Finance

DPL Financial Partners lands $23m investment

DPL Financial Partners, a platform for commission-free annuities, has raised $23m in a Series C funding round. The investment round, which was...

October 19, 2024 RIABiz

'Oversubscribed' DPL Financial raises $23 million -- including from insurers it screens; cash is earmarked to build 'straight-thru' annuity purchases

David Lau: I never wanted to take insurer money early in our history. DPL Financial Partners has raised $23 million after wrestling with how much...

October 19, 2023 FA Magazine

DPL Financial To Acquire AnnuityFix

DPL Financial Partners, the Louisville, Ky.-based no-load, commission-free annuity platform for RIAs, has agreed to acquire AnnuityFix and its affiliated Johnstone Brokerage Services. AnnuityFix is...

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