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Founded in 2014 by CEO David Lau and backed by TIAA and Eldridge, DPL Financial Partners is based in Louisville, Kentucky, and operates a turnkey insurance marketplace providing commission-free annuities and financial technology tools for Registered Investment Advisors. The platform eliminates commission-driven complexities, allowing fiduciaries to integrate no-load insurance products into holistic client financial plans while partnering with 20 leading carriers. Operating with a dedicated workforce of 40 employees, the privately held financial services firm serves over 10,000 advisors across more than 3,500 firms. Generating approximately $37.4 million in annual revenue, the company manages over $5 billion in platform assets, representing massive growth from $1.4 billion just two years prior. The enterprise has raised $69 million in total equity funding, highlighted by an oversubscribed $23 million Series C round led by EOS Ventures alongside Atlas Merchant Capital.
DPL Financial Partners has raised $69.0M across 3 funding rounds.
DPL Financial Partners has raised $69.0M in total across 3 funding rounds.
DPL Financial Partners has raised $69.0M in total across 3 funding rounds.
DPL Financial Partners's investors include Eos Venture Partners, Atlas Merchant Capital.
DPL Financial Partners has raised $69.0M across 3 funding rounds. Most recently, it raised $23.0M Series C in December 2024.
| Date | Round | Lead Investors | Other Investors | Status |
|---|---|---|---|---|
| Dec 3, 2024 | $23M Series C | EOS Venture Partners | — | Announced |
| Sep 27, 2022 | $20M Venture Round | Atlas Merchant Capital | — | Announced |
| Jan 13, 2021 | $26M Venture Round | Atlas Merchant Capital | — | Announced |
