Insights

Market Differentiation The Professional Alliance specializes in providing high-touch back office support for financial advisors and institutions, indicating a demand for premium operational and compliance services within the financial services sector.

Technology Enablement With a modern tech stack including Fastly, Cloudflare, and MySQL, the company emphasizes efficiency and transparency, presenting opportunities to offer complementary technology solutions or integrations to enhance their service delivery.

Revenue Growth Potential Established revenue estimates between 10 million to 25 million dollars suggest a solid financial foundation with potential for expansion into new advisory segments or technology-enhanced product offerings.

Industry Connections Partnering with Cambridge Investment Research provides access to a broad range of non-proprietary products, hinting at potential collaboration opportunities with product providers, alternative investment firms, or insurance companies aiming to increase channel distribution.

Workforce Focus Serving a relatively small but experienced team of 51-200 employees indicates scalability and a potential interest in services that support rapid growth, talent management, or process automation in financial back office operations.

The Professional Alliance, Inc. Tech Stack

The Professional Alliance, Inc. uses 8 technology products and services including Fastly, Cloudflare, MySQL, and more. Explore The Professional Alliance, Inc.'s tech stack below.

  • Fastly
    Content Delivery Network
  • Cloudflare
    Content Management System
  • MySQL
    Database
  • Twemoji
    Font Scripts
  • Google Fonts API
    Font Scripts
  • jQuery
    Javascript Libraries
  • jQuery Migrate
    Javascript Libraries
  • PHP
    Programming Languages

Media & News

The Professional Alliance, Inc.'s Email Address Formats

The Professional Alliance, Inc. uses at least 1 format(s):
The Professional Alliance, Inc. Email FormatsExamplePercentage
First.Last@theprofessionalalliance.comJohn.Doe@theprofessionalalliance.com
38%
FirstLast@theprofessionalalliance.comJohnDoe@theprofessionalalliance.com
12%
First.Last@theprofessionalalliance.comJohn.Doe@theprofessionalalliance.com
38%
FirstLast@theprofessionalalliance.comJohnDoe@theprofessionalalliance.com
12%

Frequently Asked Questions

What is The Professional Alliance, Inc.'s phone number?

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You can contact The Professional Alliance, Inc.'s main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is The Professional Alliance, Inc.'s official website and social media links?

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The Professional Alliance, Inc.'s official website is theprofessionalalliance.com and has social profiles on LinkedIn.

What is The Professional Alliance, Inc.'s NAICS code?

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The Professional Alliance, Inc.'s NAICS code is 52 - Finance and Insurance.

How many employees does The Professional Alliance, Inc. have currently?

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As of December 2025, The Professional Alliance, Inc. has approximately 51 employees across 1 continents, including North America. Key team members include Assistant Vice President: M. T.Operations: M. M.. Explore The Professional Alliance, Inc.'s employee directory with LeadIQ.

What industry does The Professional Alliance, Inc. belong to?

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The Professional Alliance, Inc. operates in the Financial Services industry.

What technology does The Professional Alliance, Inc. use?

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The Professional Alliance, Inc.'s tech stack includes FastlyCloudflareMySQLTwemojiGoogle Fonts APIjQueryjQuery MigratePHP.

What is The Professional Alliance, Inc.'s email format?

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The Professional Alliance, Inc.'s email format typically follows the pattern of First.Last@theprofessionalalliance.com. Find more The Professional Alliance, Inc. email formats with LeadIQ.

When was The Professional Alliance, Inc. founded?

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The Professional Alliance, Inc. was founded in 2003.

The Professional Alliance, Inc.

Financial ServicesMassachusetts, United States51-200 Employees

The Professional Alliance, Inc. (TPA) provides concierge level back office support to financial advisors, tax professionals and financial institutions throughout the United States. Our staff has significant experience in their area of proficiency, enabling us to provide outstanding compliance, operations and marketing support to our Rep/advisors.

TPA has selected Cambridge Investment Research as our broker dealer, through which we have access to a wide variety of non-proprietary products including fee-based asset managers, traditional commission accounts, alternative investments and insurance products. State-of-the-art technology enables our Rep/advisors to maximize their efficiency while our transparent reporting strengthens their profitability.

The Professional Alliance, Inc. is independently owned and operated by our management team and Rep/advisors. We are not owned or affiliated with Cambridge Investment Research or any subsidiary organization.

Visit our website to learn more: http://www.theprofessionalalliance.com/


Registered Principal. Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer,
Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc.,
a Registered Investment Advisor. The Professional Alliance, Inc. and Cambridge are not affiliated.

Section iconCompany Overview

Phone number
NAICS Code
52 - Finance and Insurance
Founded
2003
Employees
51-200

Section iconMedia & News

Section iconFunding & Financials

  • $10M$25M

    The Professional Alliance, Inc.'s revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    The Professional Alliance, Inc.'s revenue is estimated to be in the range of $10M$25M

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