Insights

Niche Service Offering The Professional Alliance specializes in providing concierge-level back office support to financial professionals, indicating a potential opportunity to cross-sell advanced compliance, operations, and marketing solutions tailored for small financial advisory firms.

Technology-Driven Efficiency Utilizing advanced technology such as Fastly, Cloudflare, and MySQL, TPA emphasizes efficiency and transparent reporting, suggesting opportunities to introduce innovative tech tools or integrations that could further enhance their service offerings.

Growth Potential With annual revenues between 1 and 10 million and a small team of 2-10 employees, TPA presents prospects for scalable solutions like cloud-based SaaS products, workflow automation, or targeted financial analytics to support their expansion and client base management.

Strong Industry Network Aligned with Cambridge Investment Research, a large broker-dealer, TPA operates within a broad financial ecosystem, providing a pathway for partnership opportunities, co-marketing initiatives, or distribution enhancements with other industry players.

Competitive Market Positioning Serving a niche segment of independent financial professionals, TPA’s emphasis on customized and compliant operational support makes them a strategic target for premium service providers aiming to elevate small firm operations and compliance capabilities.

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

Where is The Professional Alliance, Inc.'s headquarters located?

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The Professional Alliance, Inc.'s main headquarters is located at 12 Asylum Street Milford, Massachusetts 01757 United States. The company has employees across 1 continents, including North America.

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 February 2026, The Professional Alliance, Inc. has approximately 2 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 States2-10 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

Headquarters
12 Asylum Street Milford, Massachusetts 01757 United States
Phone number
NAICS Code
52 - Finance and Insurance
Founded
2003
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $1M$10M

    The Professional Alliance, Inc.'s revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    The Professional Alliance, Inc.'s revenue is estimated to be in the range of $1M$10M

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