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The Professional Alliance, Inc. Employee Directory

Financial ServicesMassachusetts, United States2-10 Employees

The Professional Alliance, Inc. (TPA) provides concierge-level back-office support to financial professionals, including financial advisors, tax practitioners, and financial institutions across the United States. Its experienced staff handle compliance, operations, and marketing tasks to support advisors in managing workloads and ensuring clear reporting. TPA collaborates with Cambridge Investment Research as its broker-dealer, granting access to a diverse set of non-proprietary products such as fee-based asset managers, traditional accounts, alternative investments, and insurance products. The firm is independently owned and operated by its management team and representatives, and it is not affiliated with Cambridge or its subsidiaries. Headquartered in Milford, Massachusetts, the company serves a nationwide client base with a small staff.

Find The Professional Alliance, Inc. employees' phone numbers or email addresses

The Professional Alliance, Inc. Global Highlights

Location
Employees

North America
5

Minus sign iconPlus sign icon
  • United States Of America
    5

The Professional Alliance, Inc.'s Leadership

  • Stylized image of a person
    M. T.
    Assistant Vice President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. M.
    Operations
    Phone icon
    Mobile Phone

The Professional Alliance, Inc. Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from The Professional Alliance, Inc.

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    M. T.
    Assistant Vice President
    Phone icon
    Mobile Phone
    United StatesMassachusetts
    Aug 01, 2024
  • Stylized image of a person
    M. M.
    Operations
    Phone icon
    Mobile Phone
    United StatesMassachusetts
    Apr 24, 2025

Frequently Asked Questions

What is The Professional Alliance, Inc. known for?

Minus sign iconPlus sign iconThe Professional Alliance, Inc. was founded in 2003 operates in the Financial Services industry. The company's main headquarters is located in 12 Asylum Street Milford, Massachusetts 01757 United States; you can contact the main corporate office by phone at
+1-508-478-****
. Explore The Professional Alliance, Inc.'s company overview page for more information.

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

Minus sign iconPlus sign iconThe Professional Alliance, Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more The Professional Alliance, Inc. email formats with LeadIQ.

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

Minus sign iconPlus sign iconThe Professional Alliance, Inc. has approximately 2 employees as of May 2026. These team members are located across 1 continents, including North America.

Who are The Professional Alliance, Inc.'s key employees and leadership?

Minus sign iconPlus sign icon

As of May 2026, The Professional Alliance, Inc.'s key employees include:

  • Assistant Vice President: M. T.
  • Operations: M. M.

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