DPL Financial Partners
PrivateLast Round
Series C
Dec 3, 2024
Total Funding Raised
$69M
Company Overview
DPL Financial Partners operates in FinTech and is based in Louisville, Kentucky. Its latest recorded funding round was a Series C round in December 2024.
DPL Financial Partners is a fintech company that provides a turnkey insurance management platform for Registered Investment Advisors (RIAs), offering commission-free insurance and annuity products.
Sector
FinTech
Verticals
InsurTech, Wealth Management, Investment Platforms, Vertical SaaS
Business Model
B2B2C
Customer Profile
Subscription SaaS, Services & Consulting
AI Layer
Non-AI
Historical Pricing
Historical view of private secondary pricing and transaction trends.
DPL Financial Partners Comparables
Compare DPL Financial Partners with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| CAIS | 63% | |
| Micruity | 50% |
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DPL Financial Partners Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Series C | Dec 3, 2024 | ||||
| Growth Equity | Aug 31, 2022 | ||||
| Series B | Jan 13, 2021 |
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DPL Financial Partners Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| EOS Ventures | Series C |
| Atlas Merchant Capital | Series B, Growth Equity |
| Eldridge | Series B, Growth Equity |
| TIAA Ventures | Series C |
Market signals
Structured signals derived from secondary market and firmographic data.
- Dec 3, 2024
$23M round led by EOS Ventures.
- Aug 31, 2022
$20M round with participation from Atlas Merchant Capital and Eldridge.
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Recent news
Latest coverage and updates
- hiresOct 21, 2026
DPL Financial Partners, LLC. hires Mark Forman as Head of Experience in a newly created role, where he is slated to lead initiatives that enhance service for member advisors, strategic partners, and consumers.
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DPL Financial Partners Filings
Explore SEC and related filing metadata, where available.
| Type | Date | Amount Offered | Amount Sold | Filing | Pages | Download |
|---|
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Frequently Asked Questions
Common questions about DPL Financial Partners's valuation, stock price, and market status.
Is DPL Financial Partners a public or private company?
DPL Financial Partners is a private company.
What is the current stock price of DPL Financial Partners?
DPL Financial Partners is a private company, so its shares have no public market price. Caplight tracks DPL Financial Partners's secondary market activity and provides MarketPrice™ estimates of its share price to Caplight users.
How much is DPL Financial Partners worth (valuation)?
Valuation information for DPL Financial Partners is not publicly available.
Can I buy DPL Financial Partners stock?
DPL Financial Partners shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors.
When was DPL Financial Partners's last funding round?
DPL Financial Partners's most recent funding round was Series C on December 3, 2024.
Who are the main investors in DPL Financial Partners?
Key investors in DPL Financial Partners include EOS Ventures.
Will DPL Financial Partners IPO soon?
No public IPO plans have been announced for DPL Financial Partners.
How can I track DPL Financial Partners secondary market activity?
Caplight tracks bids, offers, and trades in DPL Financial Partners's shares on secondary markets.