Finance of America Companies FOA Business Segments
| FY'25 | FY'24 | FY'23 | FY'22 | ||
|---|---|---|---|---|---|
| Total revenues by Business | |||||
| Portfolio Management | $302.5M— | —— | $115.36M— | —— | |
| Retirement Solutions | $252.98M+22.6% | $206.31M+38.9% | $148.51M-50.4% | $299.69M— | |
| OTHER, NET by Business | |||||
| Portfolio Management | $0— | $0— | $0-100% | $860K-58.3% | |
| Retirement Solutions | $0+100% | -$174K-332% | $75K-97.7% | $3.29M— | |
| Other Income (Expense), Net by Business | |||||
| Retirement Solutions | $252.98M+22.6% | $206.31M+38.9% | $148.51M— | —— | |
| Income (Loss) from Continuing Operations before Income Taxes, Noncontrolling Interest by Business | |||||
| Portfolio Management | $202.46M— | —— | $24.94M+107% | -$351.52M-222% | |
| Retirement Solutions | $46.21M+324% | $10.9M+118% | -$60.25M— | —— | |
| Net origination gains by Business | |||||
| Portfolio Management | $0— | $0— | $0— | —— | |
| Retirement Solutions | $226.07M+25.7% | $179.84M+47.8% | $121.65M— | —— | |
| Fee income by Business | |||||
| Portfolio Management | $3.07M-13.8% | $3.56M-67.4% | $10.91M-83.7% | $66.76M+0.2% | |
| Retirement Solutions | $26.91M+1.7% | $26.48M-20.2% | $33.17M+114% | $15.53M— | |
| Interest Income by Business | |||||
| Portfolio Management | $1.92B+0.8% | $1.91B+44.4% | $1.32B+24,705% | $5.32M+446% | |
| Retirement Solutions | $0— | $0— | $0-100% | $43K— | |
| Interest Income (Expense), Operating by Business | |||||
| Portfolio Management | $260.76M-2.7% | $267.93M0.0% | $267.88M— | —— | |
| Retirement Solutions | $0— | $0— | $0— | —— | |
| Operating Expenses by Business | |||||
| Portfolio Management | $104.15M+19.1% | $87.45M+4.1% | $84.02M-32.3% | $124.06M+6.5% | |
| Retirement Solutions | $206.77M+6.1% | $194.94M-6.7% | $208.84M+14.6% | $182.29M— | |
| Total Assets by Business | |||||
| Portfolio Management | $120.14B+6.7% | $112.55B+7.0% | $105.19B+32.2% | $79.57B+9.3% | |
| Retirement Solutions | $1.01B-7.2% | $1.09B-10.3% | $1.22B-18.4% | $1.49B— | |
| Marketing and advertising expenses by Business | |||||
| Portfolio Management | $0-100% | $41K+70.8% | $24K— | —— | |
| Retirement Solutions | $48.57M+23.5% | $39.34M+24.2% | $31.67M— | —— | |
| Interest Expense, Operating by Business | |||||
| Portfolio Management | $1.66B+1.3% | $1.64B+20.3% | $1.36B— | —— | |
| Retirement Solutions | $0— | $0— | $0— | —— | |
| Interest Expense by Business | |||||
| Portfolio Management | $0— | $0-100% | $24M-73.6% | $90.93M+34.9% | |
| Retirement Solutions | $0— | $0— | $0-100% | $54K— | |
| Salaries, benefits, and related expenses by Business | |||||
| Portfolio Management | $15.02M-3.2% | $15.51M-21.9% | $19.87M— | —— | |
| Retirement Solutions | $92.02M+10.3% | $83.45M-13.6% | $96.57M— | —— | |
| General and administrative expenses by Business | |||||
| Portfolio Management | $10.37M-14.9% | $12.18M-25.5% | $16.35M— | —— | |
| Retirement Solutions | $22.13M-16.6% | $26.52M-13.0% | $30.47M— | —— | |
| Net Fair Value Gains (Losses) On Mortgage Loans And Related Obligations by Business | |||||
| Retirement Solutions | $226.07M+25.7% | $179.84M+47.8% | $121.65M— | —— | |
| Loan production and portfolio related expenses by Business | |||||
| Portfolio Management | $47.56M+67.9% | $28.32M+67.2% | $16.94M— | —— | |
| Retirement Solutions | $6.75M-14.5% | $7.89M-17.5% | $9.56M— | —— | |
| Amortization and depreciation by Business | |||||
| Portfolio Management | $45K-41.6% | $77K-28.0% | $107K-66.5% | $319K+14.7% | |
| Retirement Solutions | $37.31M-1.2% | $37.75M-7.0% | $40.57M+5.0% | $38.65M— | |
| Loan servicing expenses by Business | |||||
| Portfolio Management | $31.16M-0.5% | $31.32M+1.9% | $30.73M— | —— | |
| Retirement Solutions | $0— | $0— | $0— | —— | |
| Gains on securitization of HECM tails, net by Business | |||||
| Portfolio Management | $45.37M-0.4% | $45.54M+78.0% | $25.58M— | —— | |
| Retirement Solutions | $0— | $0— | $0— | —— | |
| Fair value changes from market inputs or model assumptions by Business | |||||
| Portfolio Management | $161.33M— | —— | $58.7M— | —— | |
| Retirement Solutions | $0— | $0— | $0— | —— | |
| Fair value changes from model amortization by Business | |||||
| Portfolio Management | -$153.66M+23.6% | -$201.1M+11.9% | -$228.39M— | —— | |
| Retirement Solutions | $0— | $0— | $0— | —— |
Chart any of these lines over time, or line them up against competitors.
Compare these in charts →Questions, answered.
- How does Finance of America Companies break its business down?
- Finance of America Companies (FOA) reports total revenues by business across 2 parts — Portfolio Management and Retirement Solutions. Each is extracted from the segment footnotes and tracked over time.
- Where does Finance of America Companies's segment data come from?
- Segment breakdowns are pulled from the segment footnotes in Finance of America Companies's SEC filings (the XBRL dimensional tags), so every line ties back to a reported figure. Switch between quarterly, annual, and TTM, or open any segment for its full history.
