# DPL Financial Partners

> DPL Financial Partners develops and distributes commission-free annuities and insurance through a membership platform for registered investment advisors and a consumer offering called Avenew. It combines insurer products, comparison tools, licensed implementation support and integrations with wealth management software so advisors can incorporate insurance into fee-based financial plans. DPL reported more than $6 billion in assets under administration and support for more than 8,500 RIA firms, directly and through integrations, in June 2026.

- **Founded:** 2014
- **Headquarters:** Louisville, United States
- **Founders:** David Lau (Founder and CEO)
- **Products:** Commission-free annuity marketplace, Guaranteed Income Analysis, Annuity Comparison Calculator, MYGA Marketplace, DPL University
- **Notable:** Reported more than $6 billion in annuity assets under administration in June 2026., Reported more than 8,500 RIA firms served directly or through integrations in June 2026., Reported Annuity Review analysis of more than $1.4 billion in contracts by June 2026.

## Products & services

- **Commission-free annuity marketplace** — Advisor access to insurance-carrier products including fixed, fixed index, variable, registered index-linked, immediate and deferred income annuities, supported by licensed insurance consultants.
- **Guaranteed Income Analysis** — Compares annuity solutions against a retirement income goal or investment amount.
- **Annuity Comparison Calculator** — Compares an existing contract with commission-free alternatives by client objective, product costs and benefits.
- **MYGA Marketplace** — Comparison and application tools for multi-year guaranteed annuities, which offer a fixed rate for a specified term.
- **DPL University** — On-demand advisor education on insurance, annuities and financial planning applications.
- **Breakaway Accelerator** — Supports advisors moving legacy annuity books into an independent, fee-based practice; assesses exchanges and retention of existing contracts.
- **Expanded insurance offering** — Life, long-term care and disability insurance solutions for advisor financial plans; not every insurance product is necessarily commission-free.
- **Avenew for individual investors** — Consumer marketplace and educational tools to compare existing annuities, explore guaranteed income and shop fixed annuities with digital applications.
- **Annuity Review** — Portfolio-level legacy annuity analysis, goal-based exchange evaluation, recommendations and online applications. Soft-launched in late 2025; publicly announced March 12, 2026.

## Achievements

- Reported more than $6 billion in annuity assets under administration in June 2026.
- Reported more than 8,500 RIA firms served directly or through integrations in June 2026.
- Reported Annuity Review analysis of more than $1.4 billion in contracts by June 2026.
- DPL’s March 2026 release reports the largest insurance-platform usage share in the 2026 T3/Inside Information advisor survey at 6.19%, among 2,906 respondents; this is survey usage, not total insurance market share.
- Press page lists 2024 Retirement Income Firm Award for Innovation and 2021-2023 Louisville Business First Best Places to Work recognition.

## Latest updates

- **2026-06** — DPL announced more than $6 billion in annuity assets under administration, support for more than 8,500 RIA firms and more than $1.4 billion of contracts analyzed by Annuity Review.
- **2026-03** — DPL announced Annuity Review following a late-2025 soft launch with selected member firms.
- **2026-03** — DPL reported leading insurance-platform usage in the annual T3/Inside Information advisor software survey for a third consecutive year.
- **2026-02** — Orion announced three embedded DPL comparison and analysis tools in Orion Connect.
- **2025-12** — DPL named Tom McCarthy Chief Distribution Officer and Brad Mendenhall to lead insurance solutions.
- **2025-10** — DPL announced more than $5 billion in annuities on its platform.

## Links

- Website: https://www.dplfp.com/
- LinkedIn: https://www.linkedin.com/company/dpl-fp
- Twitter/X: https://twitter.com/dpl_fp
- YouTube: https://www.youtube.com/@dplfp

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Profile page: https://yespress.io/dpl-financial-partners
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Last updated: 2026-10-06