DPL Financial Partners Leads T3 Advisor Tech Survey in Insurance Platform Market

DPL Financial Partners continues to dominate the insurance technology platform market, according to the 2025 T3/Inside Information Advisor Software Survey. The company has solidified its leadership position by capturing 7.38% market share and attracting substantial advisor interest.

The survey, which gathered responses from 2,128 financial advisors primarily from fee-only and dually-registered firms, revealed that DPL led the list of firms with the largest share of the advisor life insurance and annuity market for the fourth time in five years. The company's market share increased nearly one percentage point from 6.51% in the previous year.

Notably, 48 survey respondents identified DPL as a provider they are considering, which is almost double the number of advisors who selected the nearest competitor. This significant interest underscores the company's growing appeal in the financial advisory technology sector.

The survey results coincide with DPL's recent milestone of surpassing $3 billion in sales in 2024. Founder and CEO David Lau attributed the success to the company's innovative approach to modernizing the annuity industry through product development and technological advancement.

The findings suggest a broader shift in the financial advisory landscape, with advisors increasingly seeking more transparent, technology-driven insurance solutions that can be seamlessly integrated into comprehensive financial planning strategies.