CP Alliance

What CP Alliance does

CPAlliance® is a Turnkey Asset Management Program (TAMP) founded in 1998 and headquartered in Lakeland, Florida, that enables CPA firms and individual CPAs to deliver investment advisory and financial planning services to their clients without building the underlying infrastructure themselves. The program is operated under CPS Investment Advisors, which serves as the parent company and supplies the investment advisory, compliance, portfolio management, and regulatory framework that powers the TAMP.

The core product is a TAMP platform providing asset management, performance reporting, trade reconciliation, and billing services, structured around four service pillars: Registration & Compliance support, Practice Management resources, a Technology Platform, and Portfolio Management handled by in-house analysts. The offering also includes the Smart Group Program—a recurring peer community of CPA Financial Planners focused on practice development—and the Evaluate Your Tax Practice Worksheet, a self-assessment funnel designed to help CPAs evaluate expanding into financial planning. Member firms connect to major custodians such as Fidelity and TD Ameritrade through the platform.

The target customer is the CPA-led tax practice seeking to add an investment advisory and financial planning arm. Revenue is generated through recurring subscription-style fees for TAMP services, likely tied to assets under management, though pricing is not publicly disclosed and is structured on a quote basis per firm. The company employs 11-50 people, operates primarily in the Southeast United States, and combines direct sales engagement with community-led growth through the Smart Group Program and the annual Executive Roundtable event.

Name

CP Alliance

Legal name

CP Alliance

Website

https://cpalliance.com

Company type

Private

Founded year

1998

Operating status

Operating

Headcount range

11–50 employees

Short description

CPAlliance® is a niche Turnkey Asset Management Program operating under CPS Investment Advisors, providing CPA firms with asset management, compliance, technology, and portfolio management infrastructure to deliver financial planning services.

Ownership category

akta.pro rank

Headquarters

HQ city

Lakeland

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure

Revenue model

1. TAMP Services Fee: CPAlliance operates as a Turnkey Asset Management Program (TAMP) providing asset management, performance reporting, trade reconciliation, and billing services to CPA Financial Planners. Revenue is generated through fees for these turnkey asset management services, likely based on assets under management (AUM) or a combination of flat fees and AUM-based charges.

Pricing tiers

Go-to-market motion2 records

Distribution channels1 record

Marketing channels6 records

Core offering

CPAlliance® is a Turnkey Asset Management Program (TAMP) that delivers asset management, performance reporting, trade reconciliation, and billing services to CPA Financial Planners who are registered investment advisors. The program bundles registration and compliance support, practice management resources, a technology platform, and professional portfolio management so CPA firms can offer investment advisory and financial planning services without building the underlying infrastructure themselves. It is sold to CPA firms on a subscription-style basis with annual billing.

Product overview

CPAlliance® is a single unified Turnkey Asset Management Program (TAMP) designed by CPAs for CPAs. The core platform provides asset management, performance reporting, trade reconciliation, and billing services. It includes several integrated sub-components: the Smart Group Program for peer networking and accountability, the Evaluate Your Tax Practice Worksheet for practice assessment, and four cornerstones covering Registration & Compliance, Practice Management, Technology Platform, and Portfolio Management. The program connects CPA Financial Planners with custodians (Fidelity, TD Ameritrade) and money managers to deliver comprehensive financial planning and investment advisory services to clients.

Differentiator

Problem solved

Functional benefit

Products and services

• CPAlliance® TAMP A Turnkey Asset Management Program (TAMP) that delivers asset management, performance reporting, trade reconciliation, and billing services to CPA Financial Planners (registered investment advisors) so they can offer wealth management services to their clients without building back-office infrastructure themselves. Sold on a subscription-style basis to CPA firms.
• Registration & Compliance Support Streamlined RIA registration process plus ongoing expert compliance support to keep member CPA Financial Planners' practices audit-ready and current with regulations. Included as a cornerstone of the CPAlliance TAMP offering for member CPA firms.
• Practice Management Support Tailored practice development resources including one-on-one mentorships and regular Zoom and in-person training sessions to help CPA Financial Planners continuously evolve and grow their advisory practices. Included as a cornerstone of the CPAlliance TAMP.
• Technology Platform State-of-the-art technology tools and features designed to optimize CPA Financial Planner workflow and enhance client experience, minimizing the need for additional software. Included as a cornerstone of the CPAlliance TAMP, with integrations to custodians such as Fidelity and TD Ameritrade.
• Portfolio Management Professional portfolio management delivered by an in-house team of skilled portfolio analysts who oversee money manager selection and portfolio construction, allowing CPA Financial Planners to focus on client financial planning rather than stock selection. Included as a cornerstone of the CPAlliance TAMP.
• Smart Group Program A peer network of CPA Financial Planners who meet regularly to establish actionable plans to grow their practices, build camaraderie, and create accountability among colleagues. Offered to CPAlliance members as a community engagement program.
• Evaluate Your Tax Practice Worksheet A worksheet tool that helps CPAs evaluate whether becoming a CPA Financial Planner is the right next step for their business by asking key questions about the why, what, and who of their practice. Used by CPAlliance as a lead generation and practice assessment resource.

Named customers5 records

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

Six partnerships are on record, tiered core.

• CPS Investment AdvisorscoreOthersCPS Investment Advisors is the parent company powering CPAlliance. The company is branded as 'CPAlliance - Powered by CPS Investment Advisors' and provides the underlying investment advisory infrastructure, portfolio management, and regulatory framework for the TAMP program.
• Peter C. Golotko (CPS Investment Advisors)coreOthersCEO and Partner of CPS Investment Advisors, the parent company of CPAlliance. Provides executive leadership for the TAMP program.
• Michael A. Riskin (CPS Investment Advisors)coreOthersPresident and Treasurer of CPS Investment Advisors. Key executive supporting the CPAlliance TAMP operations.
• Nolen B. Bailey (CPS Investment Advisors)coreOthersVice President and Director of Retirement Plan Services at CPS Investment Advisors. Supports CPAlliance's retirement plan service offerings.
• Anthony M. Corrao (CPS Investment Advisors)coreOthersFinancial Planning Director and Partner at CPS Investment Advisors. Leads financial planning direction for CPAlliance.
• Erica M. Lupercio (CPS Investment Advisors)coreOthersBrand Director and Partner at CPS Investment Advisors. Manages brand strategy for CPAlliance.

Scale indicators1 record

Recent moves5 records

Expansion highlights4 records

Direct peers

• Envestnet: The largest publicly traded TAMP in the U.S., providing asset management, performance reporting, and advisor technology to thousands of financial advisors. Directly comparable business model to CPAlliance, though Envestnet serves a much broader advisor universe rather than the CPA-specific vertical.
• Brinker Capital: TAMP specializing in advisor-delivered investment solutions including model portfolios, manager research, and practice consulting. Direct TAMP peer with similar turnkey offerings, now operating as part of Orion.
• Carson Group: Advisor coaching and wealth management platform serving independent advisors with practice consulting, technology, and investment solutions. Comparable in bundling holistic advisor support — coaching, tech, investments — for a defined advisor segment.
• AssetMark: TAMP serving independent financial advisors with managed portfolios, practice consulting, and technology. Comparable turnkey delivery model to CPAlliance's platform, with a focus on advisor productivity and AUM scale.
• Cambridge Investment Research: Independent broker-dealer and RIA platform providing advisors with TAMP capabilities, technology, and practice consulting. Mid-market peer comparable in scale and advisor-support model to CPAlliance.
• Orion Advisor Solutions: TAMP and advisor technology platform offering portfolio management, reporting, and practice management software to RIAs and hybrid advisors. Closely matches CPAlliance's turnkey service stack and competes for the same advisor wallet share.

Broad incumbents

• Fidelity Institutional: Custodian and advisor-services arm offering turnkey asset management solutions, technology, and integrated practice resources. CPAlliance explicitly integrates with Fidelity as a custodian, making this both a partner and adjacent competitor for advisor attention.
• LPL Financial: Largest independent broker-dealer in the U.S., offering advisors custody, TAMP-style managed account platforms, and practice management. Broader and more established than CPAlliance, but a comparable destination for advisors seeking turnkey investment infrastructure.
• SEI Investments: Long-established investment management platform serving institutional and advisor channels with custody, managed account programs, and technology. A larger incumbent offering overlapping capabilities across CPAlliance's stack but at a much broader scale.
• Schwab Advisor Services: Custody and advisor services business from Charles Schwab, providing integrated technology, managed account platforms, and practice resources. Another named custodian partner of CPAlliance that also competes for the same advisor wallet via its own TAMP-like offerings.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/CPAFinancialPlanners
• LinkedInlinkedin.com/company/cpalliance%E2%84%A2

Revenue estimate

Valuation estimate

Number of profiles

Profiles7 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about CP Alliance