DPL Financial Partners

Brand

3.0

Company overview

DPL Financial Partners is the leading commission-free annuity marketplace bringing best-in-class solutions from the nation's top carriers to registered investment advisors (RIAs), their clients and consumers. DPL's commission-free products, proprietary tools and embedded technology enable RIAs to incorporate insurance and annuities into their practices to more holistically serve their clients. Clients benefit from products that offer competitive pricing and transparent, fiduciary implementation to meet a range of needs in the financial plan.

Founded in 2014

Louisville, Kentucky, USA

93 employees (9 in marketing)

39% recommend to a friend

59% positive business outlook

Salaries

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People

Marketing leadership

Jim Slogar

Director, Digital Marketing

At the company for 4 years 4 months

Thomas Lau

Digital Marketing Manager

At the company for 7 years 3 months

Hailey Lau

Marketing Manager

At the company for 7 years 2 months

Headcount trend

Company growth over the last 12 months

Headcount -2.1% year over year

Funding

Total funding

$84M

Last raise

$23M

Series C, 1 years ago

Funding history

Dec 2024

Series C DPL Financial Partners · $23M

Aug 2022

Private Equity Round DPL Financial Partners · $20M

Jan 2021

Private Equity Round DPL Financial Partners · $26M

Sep 2020

Venture Round DPL Financial Partners · $15M

Audience

Monthly website visitors

9.7K

Month over month-2.2%

Quarter over quarter-9.4%

Top sourceDirect (59%)

Ad budget per month$0.0

Average search rank47.2

Traffic source mix

Direct

59%

Search

29.4%

Referral

7.5%

Social

2.1%

Paid referral

1.8%

LinkedIn followers

Follower count and growth

Total followers

3.5K

12-mo growth

+9.6%

Monthly growth

+2%

News

RIAs beta-test Denali, Orion's 'future' • Altruist AI goes upscale • Fidelity revenues soar; weeds out ETF flops • Envestnet nets new CTO • DPL, Robinhood hit milestones • Schwab now inside Advyzon software • Wisz & Fava back start-up • eMoney launches ma

Oct 30, 2025 • RIABiz

CORRECTING and REPLACING DPL Financial Partners Surpasses $5 Billion in Annuities on Platform

Oct 21, 2025 • Business Wire

Annuities Are Hot Sellers During Volatile Markets. What You Need to Know.

May 23, 2025 • Barron's

Links

Glassdoor

Open positions

Director of Digital Marketing

DPL Financial Partners

Louisville, KY (Remote)

In-houseFull-timeDirector/executive7+ years exp.

1 open marketing positions

Director of Digital Marketing

DPL Financial Partners

Louisville, KY (Remote)

In-houseFull-timeDirector/executive7+ years exp.