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    FOA

    Finance of America Companies Inc.

    Company overview

    Market capitalization
    —
    Employees
    782
    Latest publication
    2026-09-29
    About Finance of America Companies Inc.

    Finance of America Companies Inc. a financial service holding company, through its subsidiaries, provides home equity-based financing solutions for a modern retirement in the United States. The company operates through two segments: Retirement Solutions and Portfolio Management. It offers home equity conversion and non-agency reverse mortgage loans; and product development, loan securitization, loan sales, risk management, servicing oversight, and asset management services. The company was founded in 2013 and is headquartered in Plano, Texas.

    Company website

    Financial statements

    Income Yearly

    Exact reported values; units shown beside each amount. Missing values are —.
    MetricFY 20212021-12-31 · USDFY 20162016-12-31 · USD
    Total Revenue1,736,234,000USD744,349,000USD
    Cost Of Revenue29,621,000USD—
    Gross Profit1,706,613,000USD—
    Research Development1USD—
    Selling General Administrative1,526,084,000USD680,805,000USD
    Total Operating Expenses1,531,334,000USD—
    Operating Income-271,475,000USD63,544,000USD
    Interest Income142,060,000USD36,824,000USD
    Interest Expense142,060,000USD0USD
    Net Interest Income-85,474,000USD—
    Income Before Tax-1,196,216,000USD26,720,000USD
    Income Tax Expense-19,534,000USD—
    Tax Provision-19,534,000USD39,000USD
    Net Income-1,176,682,000USD26,649,000USD
    Net Income From Continuing Ops-1,176,682,000USD—
    Ebit-271,475,000USD—
    Ebitda-232,407,000USD—
    Depreciation And Amortization39,068,000USD—
    Total Other Income Expense Net-924,741,000USD—
    Minority Interest924,741,000USD—
    Net Income Applicable To Common Shares-251,941,000USD26,649,000USD
    SourceLegacy providerLegacyLegacy providerLegacy

    Income Quarterly

    Exact reported values; units shown beside each amount. Missing values are —.
    MetricQ4 20202020-12-31 · USDQ2 20202020-06-30 · USD
    Total Revenue687,636,000USD465,459,000USD
    Selling General Administrative1,071,210USD81,214,000USD
    Operating Income-1,011,350USD146,734,000USD
    Interest Income14,195,130USD6,950,420USD
    Interest Expense59,870USD33,298,000USD
    Net Interest Income57,678,000USD-21,791,000USD
    Income Before Tax-1,011,350USD146,734,000USD
    Income Tax Expense770,000USD448,000USD
    Tax Provision770,000USD448,000USD
    Net Income-1,011,350USD146,286,000USD
    Net Income From Continuing Ops152,423,000USD146,286,000USD
    Reconciled Depreciation3,547,000USD3,488,000USD
    Minority Interest166,086,000USD—
    Net Income Applicable To Common Shares151,015,000USD-7,046,470USD
    Total Operating Expenses—81,214,000USD
    SourceLegacy providerLegacyLegacy providerLegacy

    Balance sheet Quarterly

    Exact reported values; units shown beside each amount. Missing values are —.
    MetricQ1 20262026-03-31 · USDQ4 20252025-12-31 · USDQ3 20252025-09-30 · USDQ2 20252025-06-30 · USDQ1 20252025-03-31 · USDQ4 20242024-12-31 · USDQ3 20242024-09-30 · USDQ2 20242024-06-30 · USD
    Total Assets31,328,000,000USD30,733,298,000USD30,656,996,000USD30,147,449,000USD29,688,856,000USD29,156,490,000USD28,950,384,000USD27,974,354,000USD
    Intangible Assets170,318,000USD179,615,000USD188,912,000USD198,209,000,000USD207,506,000USD216,342,000USD225,639,000USD234,936,000USD
    Other Current Assets268,606,000USD245,156,000USD8,995,000USD11,375,000USD11,998,000USD11,998,000USD-220,363,000USD-246,613,000USD
    Total Liab30,890,000,000USD30,337,671,000USD30,291,165,000USD29,674,024,000USD29,293,970,000USD28,840,826,000USD28,493,928,000USD27,723,057,000USD
    Total Stockholder Equity347,697,000USD323,872,000USD283,188,000USD325,261,000USD292,074,000USD255,299,000USD312,944,000USD227,230,000USD
    Common Stock1,000USD1,000USD1,000USD1,000USD1,000USD1,000USD1,000USD1,000USD
    Capital Stock1,000USD1,000USD1,000USD1,000USD1,000USD1,000USD1,000USD1,000USD
    Retained Earnings-636,153,000USD-653,660,000USD-643,278,000USD-633,763,000USD-668,686,000USD-698,895,000USD-639,807,000USD-724,010,000USD
    Other Assets31,220,000,000USD30,643,000,000USD30,656,996,000USD29,902,764,000,000USD29,429,334,000,000USD28,892,765,000USD28,680,487,000USD—
    Cash108,000,000USD89,503,000USD402,386,000USD46,476,000USD52,016,000USD47,383,000USD44,258,000USD46,509,000USD
    Cash And Short Term Investments108,000,000USD89,503,000USD402,386,000USD46,476,000USD52,016,000USD47,383,000USD44,258,000USD46,509,000USD
    Total Current Assets376,606,000USD361,084,000USD427,149,000USD116,121,000USD52,016,000USD122,264,000USD44,258,000USD46,509,000USD
    Total Current Liabilities3,358,468,000USD1,262,972,000USD80,298,000USD1,076,434,000USD1,373,710,000USD1,292,753,000USD1,420,973,000USD1,436,058,000USD
    Net Debt30,647,633,000USD30,143,108,000USD29,755,328,000USD29,483,187,000USD29,089,793,000USD28,672,287,000USD28,304,394,000USD27,530,359,000USD
    Short Term Debt3,358,468,000USD1,228,294,000USD80,298,000USD1,076,434,000USD1,373,710,000USD1,279,531,000USD1,410,936,000USD1,426,946,000USD
    Short Long Term Debt899,338,000USD1,187,699,000USD816,741,000USD1,076,434,000USD1,008,894,000USD918,247,000USD1,054,568,000USD1,073,844,000USD
    Short Long Term Debt Total30,755,633,000USD30,232,611,000USD30,157,714,000USD29,529,663,000USD29,141,809,000USD28,719,670,000USD28,348,652,000USD27,576,868,000USD
    Long Term Debt29,856,295,000USD28,978,648,000USD29,260,675,000USD28,453,229,000USD27,768,099,000USD27,411,665,000USD26,908,538,000USD26,120,809,000USD
    Accumulated Other Comprehensive Income-285,000USD-285,000USD-283,000USD-283,000USD-285,000USD-276,000USD-273,000USD-296,000USD
    Common Stock Shares Outstanding7,894,417shares7,894,417shares9,066,190shares9,498,595shares9,931,000shares9,931,000shares9,914,000shares9,898,000shares
    Non Current Assets Total30,951,533,000USD30,372,214,000USD30,229,847,000USD30,031,328,000USD29,636,840,000USD29,034,226,000USD28,906,126,000USD27,927,845,000USD
    Non Current Liabilities Total27,531,557,000USD29,074,699,000USD30,291,165,000USD28,597,590,000USD27,920,260,000USD27,548,073,000USD27,072,955,000USD26,286,999,000USD
    Non Currrent Assets Other236,496,000USD816,004,000USD59,776,000USD-197,781,725,000USD354,121,000USD720,047,000USD961,698,000USD1,003,384,000USD
    Unclassified Non Current Assets-675,281,000USD-1,327,078,000USD-926,391,000USD-30,071,003,792,000USD-29,400,283,144,000USD-216,985,350,000USD-961,698,000USD26,689,525,000USD
    Unclassified Current Liabilities-899,338,000USD-1,187,699,000USD-816,741,000USD-1,076,434,000USD-1,022,116,000USD-918,247,000USD-1,054,568,000USD-1,073,844,000USD
    Unclassified Non Current Liabilities-2,324,738,000USD—1,030,490,000USD—————
    Unclassified Equity984,133,000USD977,815,000USD926,747,000USD959,305,000USD961,043,000USD954,468,000USD953,022,000USD951,534,000USD
    Other Current Liab—34,678,000USD——13,222,000USD13,222,000USD10,037,000USD9,112,000USD
    Cash And Equivalents—89,503,000USD109,793,000USD46,476,000USD52,016,000USD47,383,000USD44,258,000USD—
    Long Term Investments—38,685,000USD39,293,000USD39,720,000USD—40,407,000USD——
    Net Receivables—26,425,000USD15,768,000USD58,270,000USD62,883,000USD62,883,000USD——
    Property Plant Equipment Net—21,988,000USD22,349,000USD22,400,000USD24,357,000USD24,357,000USD——
    Property Plant Equipment Gross—21,988,000USD22,349,000USD22,400,000USD—24,357,000USD——
    Good Will——188,912,000USD——216,125,658,000USD——
    Unclassified Current Assets————-74,881,000USD-47,335,617,000USD——
    Short Term Investments—————47,335,617,000USD——
    SourceLegacy providerLegacyLegacy providerLegacyLegacy providerLegacyLegacy providerLegacyLegacy providerLegacyLegacy providerLegacyLegacy providerLegacyLegacy providerLegacy

    Balance sheet Yearly

    Exact reported values; units shown beside each amount. Missing values are —.
    MetricFY 20252025-12-31 · USDFY 20242024-12-31 · USDFY 20232023-12-31 · USDFY 20222022-12-31 · USDFY 20212021-12-31 · USDFY 20202020-12-31 · USDFY 20192019-12-31 · USDFY 20182018-12-31 · USD
    Total Assets30,733,298,000USD29,156,490,000USD27,107,590,000USD20,872,655,000USD21,788,946,000USD19,565,155,000USD16,584,100,999USD13,726,108,000USD
    Intangible Assets179,615,000USD216,342,000USD259,967,000USD392,215,000USD1,030,842,000USD197,615,000USD21,343,000USD24,695,000USD
    Other Current Assets-26,425,000USD11,998,000USD12,245,000USD10,646,000USD-580,659,000USD10,833USD293,706,691USD903,432,000USD
    Total Liab30,337,671,000USD28,840,826,000USD26,835,183,000USD20,467,814,000USD20,705,936,000USD18,937,115,000USD287,500,719USD13,132,492,000USD
    Total Stockholder Equity323,872,000USD255,299,000USD232,307,000USD253,926,000USD1,083,010,000USD628,040,000USD16,296,600,280USD114,354USD
    Other Current Liab18,716,000USD13,222,000USD13,080,000USD76,907,000USD-3,347,442,000USD-2,973,743,000USD135,469,405USD91,970,000USD
    Common Stock1,000USD1,000USD1,000USD6,000USD6,000USD278,293,101USD482,719,000USD427,392,000USD
    Capital Stock1,000USD1,000USD10,000USD6,000USD6,000USD———
    Retained Earnings-653,660,000USD-698,895,000USD-714,383,000USD-634,295,000USD-443,613,000USD3,092,628USD265,606,236USD22,306USD
    Other Assets128,310,000USD28,892,765,000USD26,807,577,000USD20,876,282,000USD20,405,808,000USD18,782,655,000USD32,281,000USD11,875,000USD
    Cash324,646,000USD47,383,000USD46,482,000USD61,149,000USD141,238,000USD247,289,000USD1,589,795USD25,000USD
    Cash And Equivalents89,503,000USD47,383,000USD46,482,000USD97,361,000USD141,238,000USD233,101,000USD118,083,000USD—
    Cash And Short Term Investments324,646,000USD47,383,000USD46,482,000USD61,149,000USD141,238,000USD247,289,000USD1,589,795USD25,000USD
    Total Current Assets324,646,000USD122,264,000USD162,867,000USD192,003,000USD250,300,000USD362,824,000USD118,083,000USD91,875,000USD
    Total Current Liabilities40,595,000USD1,292,753,000USD1,283,241,000USD1,420,172,000USD3,347,442,000USD2,973,743,000USD135,556,000USD91,970,000USD
    Net Debt29,882,296,000USD28,672,287,000USD26,582,078,000USD20,055,841,000USD20,093,187,000USD18,171,787,000USD3,897,396,205USD3,304,006,000USD
    Short Term Debt40,595,000USD1,279,531,000USD1,270,161,000USD1,343,265,000USD3,347,442,000USD2,973,743,000USD0USD—
    Short Long Term Debt1,187,699,000USD918,247,000USD928,479,000USD1,455,369,000USD3,347,442,000USD2,973,743,000USD——
    Short Long Term Debt Total30,206,942,000USD28,719,670,000USD26,628,560,000USD20,116,990,000USD23,581,867,000USD21,330,481,000USD15,587,131,000USD3,304,031,000USD
    Long Term Debt28,978,648,000USD27,411,665,000USD25,327,149,000USD1,854,771,000USD20,234,425,000USD18,356,738,000USD15,587,131,000USD—
    Long Term Investments38,685,000USD40,407,000USD44,297,000USD1,226,330,000USD3,132,576,000USD29,707,000USD——
    Net Receivables26,425,000USD62,883,000USD104,140,000USD120,208,000USD109,062,000USD115,535,000USD14,522,100,000USD12,499,772,000USD
    Property Plant Equipment Net21,988,000USD24,357,000USD29,366,000USD37,064,000USD29,256,000USD71,121,000USD84,079,000USD30,485,000USD
    Property Plant Equipment Gross21,988,000USD24,357,000USD39,714,000USD73,217,000USD100,133,000USD108,426,000USD——
    Accumulated Other Comprehensive Income-285,000USD-276,000USD-249,000USD-273,000USD-110,000USD9,000USD265,606,236USD-98,000USD
    Common Stock Shares Outstanding8,480,304shares9,931,000shares8,198,000shares18,906,000shares60,755,069shares59,881,714shares59,881,714shares3,594,000shares
    Non Current Assets Total30,408,652,000USD29,034,226,000USD26,944,723,000USD20,680,652,000USD1,132,838,000USD419,676,000USD16,466,017,999USD13,634,233,000USD
    Non Current Liabilities Total30,297,076,000USD27,548,073,000USD25,551,942,000USD19,047,642,000USD16,905,564,000USD15,445,620,000USD15,777,751,000USD13,040,522,000USD
    Non Currrent Assets Other827,892,000USD720,047,000USD691,642,000USD976,598,000USD-17,267,000USD-294,176,149USD15,653,698,150USD13,459,778,000USD
    Unclassified Current Assets-26,425,000USD——-308,698,000USD-606,101,000USD—-14,699,313,486USD-13,311,354,000USD
    Unclassified Non Current Assets29,212,162,000USD-859,692,000USD-888,126,000USD-2,827,837,000USD-23,465,644,000USD-18,782,655,000USD553,479,849USD—
    Unclassified Current Liabilities-1,206,415,000USD-918,247,000USD-928,479,000USD-1,728,480,000USD-3,818,953,000USD-5,947,486,000USD——
    Unclassified Non Current Liabilities1,318,428,000USD——-12,228,999,000USD-30,756,330,000USD-13,158,470,750USD-9,249,057,000USD3,421,735,000USD
    Unclassified Equity977,815,000USD954,468,000USD946,928,000USD888,482,000USD1,526,721,000USD346,645,271USD15,282,668,808USD-427,201,952USD
    Good Will——-1USD—0USD121,233,000USD121,137,000USD119,275,000USD
    Other Liab———11,081,938,000USD10,893,869,000USD10,202,814,000USD9,439,677,000USD9,618,787,000USD
    Short Term Investments———15,631,000USD25,442,000USD———
    Inventory———293,067,000USD580,659,000USD-10,833USD——
    Accounts Payable———273,111,000USD471,511,000USD916,939USD86,595USD—
    Non Current Liabilities Other———18,339,932,000USD16,533,600,000USD44,538,750USD——
    Net Tangible Assets———-120,629,000USD-214,997,000USD247,941,049USD342,788,000USD286,700,000USD
    Current Deferred Revenue—————2,972,826,061USD——
    SourceLegacy providerLegacyLegacy providerLegacyLegacy providerLegacyLegacy providerLegacyLegacy providerLegacyLegacy providerLegacyLegacy providerLegacyLegacy providerLegacy

    Cash flow Quarterly

    Exact reported values; units shown beside each amount. Missing values are —.
    MetricQ1 20262026-03-31 · USDQ4 20252025-12-31 · USDQ3 20252025-09-30 · USDQ2 20252025-06-30 · USDQ1 20252025-03-31 · USDQ4 20242024-12-31 · USDQ3 20242024-09-30 · USDQ2 20242024-06-30 · USD
    Net Income17,507,000USD-21,927,000USD36,143,000USD79,823,000USD75,000,000USD-142,629,000USD84,203,000USD-5,124,000USD
    Depreciation9,852,000USD38,595,000USD——9,739,000USD9,739,000USD-9,000,000USD9,753,000USD
    Other Non Cash Items-158,221,000USD-69,516,000USD-185,891,000USD-176,296,000USD-167,082,000USD-60,999USD-149,572,000USD-103,692,000USD
    Total Cash From Operating Activities-130,862,000USD-91,443,000USD-149,748,000USD-96,473,000USD-92,082,000USD-106,205,000USD-81,369,000USD-103,998,000USD
    Capital Expenditures0USD0USD0USD0USD0USD0USD0USD-461,000USD
    Free Cash Flow-130,862,000USD-91,443,000USD-149,748,000USD-96,473,000USD-92,082,000USD-106,205,000USD-81,369,000USD-103,537,000USD
    Total Cashflows From Investing Activities95,095,000USD407,783,000USD263,632,000USD137,997,000USD45,475,000USD-30,796,000USD-54,660,000USD166,644,000USD
    Net Borrowings132,358,000USD-402,691,000USD52,809,000USD-54,872,000USD-2,626,000USD225,012,000USD32,098,000USD—
    Total Cash From Financing Activities87,727,000USD-394,078,000USD51,850,000USD-56,726,000USD-3,500,000USD218,657,000USD109,708,000USD-59,581,000USD
    Dividends Paid-1,125,000USD-196,000USD——0USD———
    Sale Purchase Of Stock-41,552,000USD-40,149,000USD——0USD———
    Change In Cash51,960,000USD-77,740,000USD165,734,000USD-15,200,000USD-50,116,000USD81,605,000USD-26,250,000USD3,035,000USD
    Begin Period Cash Flow324,646,000USD402,386,000USD236,652,000USD251,852,000USD301,968,000USD220,363,000USD246,613,000USD243,578,000USD
    End Period Cash Flow376,606,000USD324,646,000USD402,386,000USD236,652,000USD251,852,000USD301,968,000USD220,363,000USD246,613,000USD
    Other Cashflows From Investing Activities95,095,000USD407,783,000USD1,092,110,000USD137,997,000USD45,475,000USD-30,796,000USD-54,660,000USD-4,574,000USD
    Other Cashflows From Financing Activities-1,954,000USD8,613,000USD-959,000USD-1,854,000USD-874,000USD-6,355,000USD-852,000USD-2,880,000USD
    Stock Based Compensation—10,161,000USD——2,638,000USD1,720,000USD-1,000,000USD-2,935,000USD
    Unclassified Operating Cash Flow—-48,756,000USD——-12,377,000USD-8,411,000USD-6,000,000USD-2,000,000USD
    Unclassified Financing Cash Flow—40,345,000USD————78,462,000USD-56,701,000USD
    Investments——263,632,000USD137,997,000USD45,475,000USD-30,796,000USD-54,660,000USD150,785,000USD
    Unclassified Investing Cash Flow——-1,092,110,000USD-137,997,000USD-45,475,000USD30,796,000USD54,660,000USD20,894,000USD
    Change In Working Capital—————33,436,999USD——
    Issuance Of Capital Stock—————0USD0USD0USD
    SourceLegacy providerLegacyLegacy providerLegacyLegacy providerLegacyLegacy providerLegacyLegacy providerLegacyLegacy providerLegacyLegacy providerLegacyLegacy providerLegacy

    Cash flow Yearly

    Exact reported values; units shown beside each amount. Missing values are —.
    MetricFY 20252025-12-31 · USDFY 20242024-12-31 · USDFY 20232023-12-31 · USDFY 20222022-12-31 · USDFY 20202020-12-31 · USDFY 20192019-12-31 · USDFY 20182018-12-31 · USDFY 20172017-12-31 · USD
    Net Income103,039,000USD-142,629,000USD-218,158,000USD-64,418,000USD497,913,000USD76,630,000USD32,062,000USD52,675,000USD
    Depreciation38,595,000USD38,947,000USD47,545,000USD42,028,000USD19,327,000USD19,341,000USD14,355,000USD7,970,000USD
    Stock Based Compensation10,161,000USD8,812,000USD24,667,000USD47,857,000USD0USD2,919,000USD341,000USD—
    Other Non Cash Items-572,775,000USD-276,058,000USD71,766,000USD-689,465,000USD-1,225,190,000USD518,460,000USD466,053,000USD274,396,000USD
    Change In Working Capital-5,247,000USD-50,476,000USD1,934,000USD2,119,674,000USD21,860,000USD-34,261,000USD93,070,000USD-74,888,000USD
    Total Cash From Operating Activities-429,746,000USD-423,815,000USD-71,568,000USD1,407,819,000USD-686,090,000USD101,125,000USD605,881,000USD260,153,000USD
    Capital Expenditures0USD0USD0USD-11,236,000USD-23,115,000USD-4,289,000USD-15,368,000USD-11,226,000USD
    Free Cash Flow-429,746,000USD-423,815,000USD-71,568,000USD1,407,819,000USD-709,205,000USD96,836,000USD590,513,000USD248,927,000USD
    Total Cashflows From Investing Activities854,887,000USD114,802,000USD158,137,000USD-1,819,075,000USD-875,107,000USD-2,025,635,000USD-817,018,000USD-977,857,000USD
    Net Borrowings-407,380,000USD170,450,000USD-166,502,000USD-1,845,282,000USD2,109,338,000USD2,079,586,000USD327,427,000USD739,523,000USD
    Total Cash From Financing Activities-402,454,000USD386,207,000USD-139,228,000USD225,214,000USD1,717,862,000USD2,067,928,000USD322,165,000USD731,891,000USD
    Dividends Paid-196,000USD0USD—0USD-380,431,000USD-2,676,000USD-2,676,000USD-1,003,000USD
    Sale Purchase Of Stock-40,149,000USD0USD30,000,000USD——295,250,000USD25,000USD—
    Issuance Of Capital Stock49,314,000USD0USD30,000,000USD0USD————
    Change In Cash22,678,000USD77,167,000USD-52,635,000USD-222,728,000USD156,699,000USD143,440,000USD110,982,000USD14,167,000USD
    Begin Period Cash Flow301,968,000USD224,801,000USD277,436,000USD463,641,000USD382,664,000USD239,224,000USD128,242,000USD114,075,000USD
    End Period Cash Flow324,646,000USD301,968,000USD224,801,000USD240,913,000USD539,363,000USD382,664,000USD239,224,000USD128,242,000USD
    Other Cashflows From Investing Activities854,887,000USD114,802,000USD227,825,000USD437,527,000USD-866,080,000USD-460,000USD-797,015,000USD-997,684,000USD
    Other Cashflows From Financing Activities-4,043,000USD-10,353,000USD-2,726,000USD-7,141,000USD40,695,143,000USD27,430,225,000USD-5,262,000USD-6,629,000USD
    Unclassified Financing Cash Flow49,314,000USD226,110,000USD—2,077,637,000USD-40,706,188,000USD-27,734,457,000USD——
    Investments—114,802,000USD-23,627,000USD-3,993,474,000USD101,523,000USD-108,341,000USD-6,133,000USD-15,075,000USD
    Unclassified Investing Cash Flow—-114,802,000USD-46,061,000USD1,748,108,000USD-87,435,000USD-1,912,545,000USD—46,128,000USD
    Change To Liabilities———-162,425,000USD1,600,895USD38,038,000USD-22,268,000USD93,199,000USD
    Cash And Cash Equivalents Changes———-186,042,000USD-739,886USD———
    Unclassified Operating Cash Flow———-47,857,000USD—-481,964,000USD——
    SourceLegacy providerLegacyLegacy providerLegacyLegacy providerLegacyLegacy providerLegacyLegacy providerLegacyLegacy providerLegacyLegacy providerLegacyLegacy providerLegacy

    Operating metrics

    No operating metrics are currently published for this company.

    Revenue breakdown

    PeriodDimensionBusiness / regionRevenueCurrencySource
    Q1 2026Quarterly · 2026-03-31SegmentPortfolio Management66,334,000USD0001628280-26-033536
    Q1 2026Quarterly · 2026-03-31SegmentRetirement Solutions66,629,000USD0001628280-26-033536
    Q4 2025Quarterly · 2025-12-31SegmentPortfolio Management15,780,000USDLegacy provider
    Q4 2025Quarterly · 2025-12-31SegmentRetirement Solutions70,795,000USDLegacy provider
    FY 2025Yearly · 2025-12-31SegmentPortfolio Management302,504,000USD0001628280-26-017692
    FY 2025Yearly · 2025-12-31SegmentRetirement Solutions252,982,000USD0001628280-26-017692
    Q3 2025Quarterly · 2025-09-30SegmentPortfolio Management27,340,000USD0001628280-25-052025
    Q3 2025Quarterly · 2025-09-30SegmentRetirement Solutions68,119,000USD0001628280-25-052025
    Q2 2025Quarterly · 2025-06-30SegmentPortfolio Management130,375,000USD0001828937-25-000061
    Q2 2025Quarterly · 2025-06-30SegmentRetirement Solutions62,347,000USD0001828937-25-000061
    Q1 2025Quarterly · 2025-03-31SegmentPortfolio Management129,009,000USD0001628280-26-033536
    Q1 2025Quarterly · 2025-03-31SegmentRetirement Solutions51,721,000USD0001628280-26-033536
    FY 2024Yearly · 2024-12-31SegmentPortfolio Management171,847,000USD0001628280-26-017692
    FY 2024Yearly · 2024-12-31SegmentRetirement Solutions206,314,000USD0001628280-26-017692
    Q3 2024Quarterly · 2024-09-30SegmentPortfolio Management234,952,000USD0001628280-25-052025
    Q3 2024Quarterly · 2024-09-30SegmentRetirement Solutions64,463,000USD0001628280-25-052025
    Q2 2024Quarterly · 2024-06-30SegmentPortfolio Management41,276,000USD0001828937-25-000061
    Q2 2024Quarterly · 2024-06-30SegmentRetirement Solutions47,154,000USD0001828937-25-000061
    Q1 2024Quarterly · 2024-03-31SegmentPortfolio Management37,249,000USD0001828937-25-000033
    Q1 2024Quarterly · 2024-03-31SegmentRetirement Solutions45,708,000USD0001828937-25-000033
    FY 2023Yearly · 2023-12-31SegmentPortfolio Management115,359,000USD0001828937-25-000009
    FY 2023Yearly · 2023-12-31SegmentRetirement Solutions148,510,000USD0001828937-25-000009
    FY 2020Yearly · 2020-12-31SegmentCommercial Originations37,212,000USD0001828937-23-000021
    FY 2020Yearly · 2020-12-31SegmentLender Services205,116,000USD0001828937-23-000021
    FY 2020Yearly · 2020-12-31SegmentMortgage Originations1,291,501,000USD0001828937-23-000021
    FY 2020Yearly · 2020-12-31SegmentPortfolio Management68,903,000USD0001828937-23-000021
    FY 2020Yearly · 2020-12-31SegmentReverse Of Mortage Originations194,094,000USD0001828937-23-000021
    FY 2019Yearly · 2019-12-31SegmentCommercial Orginations66,606,000USD0001193125-22-076304
    FY 2019Yearly · 2019-12-31SegmentLender Services110,076,000USD0001193125-22-076304
    FY 2019Yearly · 2019-12-31SegmentMortgage Originations526,669,000USD0001193125-22-076304
    FY 2019Yearly · 2019-12-31SegmentPortfolio Management73,211,000USD0001193125-22-076304
    FY 2019Yearly · 2019-12-31SegmentReverse Of Mortage Originations144,500,000USD0001193125-22-076304

    Periods follow company fiscal calendars. Quarterly, annual and year-to-date amounts are shown separately. Missing values are not zero. Data may be delayed, incomplete or corrected; follow the disclosure links to verify figures.