DPL Financial Partners has again distinguished itself in the competitive financial technology landscape, securing the top position in the 2025 T3 Inside Information Software Survey for insurance platforms serving registered investment advisors (RIAs). The survey, which collected responses from 2,128 financial advisors across various firm sizes, highlighted DPL's continued market expansion and technological leadership.
The survey results reveal that DPL has incrementally increased its market share from 6.51% to 7.38%, a testament to its growing influence in the financial services sector. More significantly, the platform attracted nearly double the number of potential advisor users compared to its nearest competitor, with 48 survey respondents expressing interest in DPL's services.
David Lau, DPL's founder and CEO, emphasized the company's transformative approach to the annuity industry, noting that their platform is fundamentally changing how advisors integrate insurance products into comprehensive financial planning. The company's success stems from its ability to offer commission-free annuities with competitive pricing and transparent implementation.
The survey's findings are particularly noteworthy in a financial landscape increasingly focused on fee transparency, fiduciary responsibility, and technology-driven solutions. By providing RIAs with innovative tools and best-in-class insurance products, DPL is addressing critical needs in wealth management and client service.
DPL's continued growth is further underscored by its recent sales milestone of surpassing $3 billion in 2024, indicating strong market confidence in its approach. The platform's ability to attract larger firms and consistently lead in technological innovation suggests a significant shift in how insurance and investment products are being integrated and delivered.
As financial advisors seek more holistic and technology-enabled solutions, DPL's performance in the T3 survey signals a broader trend toward more transparent, efficient, and client-centric financial services platforms. The company's success demonstrates the increasing importance of technology in modernizing traditional financial products and services.
