DPL Financial Partners Dominates Advisor Tech Survey for Third Consecutive Year

LOUISVILLE, KY – March 18, 2026 – DPL Financial Partners has once again been recognized as the undisputed market share leader among insurance platforms for registered investment advisors (RIAs) in the latest T3/Inside Information Software Survey. For the third consecutive year, DPL topped the annual advisor technology survey, securing a 6.19% market share in the life insurance and annuity space – nearly two percentage points ahead of its closest competitor. The 2026 survey, unveiled at the T3 Conference, further indicated DPL is poised to "likely to extend its market share lead" as advisors continue to prioritize its solutions for client insurance needs.

David Lau, founder and CEO of DPL, expressed pride in the consistent recognition: "We're proud that the T3 survey continues to recognize DPL as the leading platform for advisors seeking modern annuity and insurance solutions for their clients." Lau emphasized the critical role of annuities in retirement planning and DPL's commitment to expanding access to commission-free solutions through intuitive technology. This approach streamlines adoption, helping advisors deliver superior outcomes for both their clients and their firms.

DPL Financial Partners serves as the trusted partner for many of the industry’s largest and fastest-growing RIAs, leveraging integrated technology to drive efficiency and organic growth. The firm's fee-based solutions enhance holistic financial planning and strengthen clients' retirement readiness. Having surpassed $5 billion in Assets Under Advisement (AUA) in late 2025, DPL is on track to cross $6 billion this spring. The comprehensive 2026 T3/Inside Information Advisor Software Survey gathered insights from 2,906 financial advisors, primarily from fee-only and dually-registered firms.