DPL Financial Partners

Plum Life

This company provides a digital life insurance sales platform and management tools for independent insurance agents and financial advisors.

401kplans.com

This company provides a digital marketplace and due diligence platform for financial advisors to compare and select retirement plans for their clients.

Zinnia

This company provides a technology platform for life and annuity insurance carriers and distributors to build, sell and administer their products.

Zoe Financial

This company provides a digital wealth platform and marketplace connecting individuals with vetted fiduciary financial advisors for personalised investment management.

Proformex

This company provides a software platform for life insurance and annuity policy monitoring and data analytics to financial advisors and insurance institutions.

PolicyBook

PolicyBook develops an insurance distribution platform providing digital tools for wealth management firms and financial advisors to sell and manage insurance products.

Afficiency

This company provides a digital platform for life insurance carriers and distributors to develop, underwrite and distribute life insurance products via API integrations.

RETIREMENT INCOME SOLUTIONS

This company provides an analytics platform for retirement plan fiduciaries and advisors to evaluate and implement guaranteed income solutions within defined contribution plans.