DPL Financial Partners is the leading insurance marketplace bringing best-in-class solutions from the nation's top carriers to registered investment advisors (RIAs), their clients and consumers. DPL's products, proprietary tools, and embedded technology in leading wealth management platforms 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.
| Date | Amount | Type | Investors | Valuation |
|---|---|---|---|---|
| 12/03/24 | $23,000,000 | Series C |
EOS Ventures TIAA Investments | undisclosed |
