DPL again tops annual advisor tech survey as leading insurance platform for RIAs
Press Release March 18, 2026
For the third year in a row, the T3 Inside Information Software Survey recognized DPL Financial Partners as the market share leader among insurance platforms in the advisor life insurance and annuity space
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"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," said founder and CEO David Lau.

LOUISVILLE, KY, March 18, 2026 /24-7PressRelease/ -- For the third year in a row, the T3 Inside Information Software Survey recognized DPL Financial Partners as the market share leader among insurance platforms in the advisor life insurance and annuity space. DPL's market share was 6.19%, nearly 2% more than the closest competitor.

This year's survey, which was released during the 2026 T3 Conference, suggested DPL is "likely to extend its market share lead," as it again topped the list of programs survey respondents are considering adding to address their clients' insurance needs.

"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," said founder and CEO David Lau. "Annuities play a vital role in retirement planning, and we're committed to expanding access to commission-free solutions through intuitive technology that streamlines adoption and helps advisors deliver better outcomes for their clients and firm."

DPL is the chosen partner for many of the industry's largest and fastest growing RIAs that use its integrated technology to drive efficiency and organic growth with fee-based solutions that enhance holistic financial planning and strengthen clients' retirement readiness. The firm surpassed $5B in AUA in late 2025 and is on track to cross $6 billion this spring.

The 2026 T3/Inside Information Advisor Software Survey garnered responses from 2,906 financial advisors from primarily fee-only and dually-registered firms across all sizes in the marketplace. The full survey is available here.

To learn more about DPL and its market-leading solutions for RIAs, visit dplfp.com.

About DPL Financial Partners
DPL Financial Partners is the leading insurance solution for registered investment advisors (RIAs), bringing commission-free annuities and insurance products from the nation's top carriers to RIAs, their clients, and individual investors. DPL's tools and technology can transform RIA practices, seamlessly incorporating these solutions for truly holistic client service. Clients and individual investors benefit from products that offer competitive pricing and transparent, fiduciary implementation to meet a range of financial planning needs. For more information, visit www.dplfp.com.

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