DPL Financial Partners has further established its leadership in the insurance technology platform market, according to the 2025 T3 Inside Information Software Survey. The company led the survey in market share and advisor interest, highlighting its increasing influence among registered investment advisors (RIAs).
The survey, which gathered responses from 2,128 financial advisors primarily from fee-only and dually-registered firms, revealed that DPL increased its market share from 6.51% to 7.38% year-over-year. Notably, 48 survey respondents expressed interest in DPL's services, nearly double the number of its nearest competitor.
DPL Founder and CEO David Lau attributed the company's success to its innovative approach to modernizing the annuity industry. The platform's growth aligns with its recent milestone of surpassing $3 billion in sales in 2024, demonstrating significant traction in the financial services market.
The survey results suggest a broader shift in the financial advisory landscape, with advisors increasingly seeking commission-free, technology-driven insurance solutions that can help them more effectively serve client needs. DPL's platform appears to be meeting this demand by offering competitive pricing, transparent implementation, and advanced technological tools.
As the financial services industry continues to evolve, DPL's performance in the T3 survey indicates a potential transformation in how insurance products are integrated into comprehensive financial planning strategies.
