Company info
Top executive: David Lau
502-322-4922
1906 Stanley Gault Parkway
Louisville, Kentucky, United States, 40223
Etcetera
100 FTEs
Founded in 2014
Q&A
What is the service or product you offer to RIAs?
DPL brings innovative products and technology to market to empower better financial outcomes for RIA firms, fee-based advisors, and their clients. As the pioneer of commission-free annuities, DPL is removing legacy barriers and delivering a wide range of low-cost, no-load solutions from the nation’s leading carriers. DPL's technology and product marketplace make it easy for RIAs to incorporate insurance and annuities into their practice to more holistically serve their clients. Clients benefit from products with improved pricing and fiduciary implementation rather than commissioned, sales-driven ones. DPL supports more than 8,500 RIA firms directly and through integrations with leading wealth management platforms including Orion and Black Diamond.
How do you differentiate your offering from competitors?
DPL brings innovative products and technology to market to empower better financial outcomes for RIA firms, fee-based advisors, and their clients. We’ve redefined annuities by removing commissions, making them lower cost, transparent, and accessible. Our platform, Avenew, is purpose-built for RIAs – providing tools, technology, and a competitive marketplace of commission-free annuities and insurance from leading carriers. With DPL, fee-based advisors can discover, fulfill, manage, and bill on a wide range of modern, low-cost solutions, enhance fiduciary financial planning, and improve outcomes for their clients and their practice. Our technology is integrated into Black Diamond, Orion, and other leading wealth management platforms for an integrated experience that supports advisors’ preferred workflows.
What else would you like to say about your business?
DPL offers a powerful, tech-driven solution for high-growth RIAs and breakaway teams to analyze and transition annuity books of business to a fee-based model. With Annuity Review, enterprise firms can evaluate blocks of annuities at scale, migrate them through an efficient, compliant process, and capture their full economic value. Clients benefit from low-cost solutions aligned to their goals, while advisors are able to preserve—and often strengthen—client relationships. dplfp.com