Finance of America Companies Inc. is classed by the SEC under Mortgage Bankers & Loan Correspondents (industry code 6162), based in Plano, TX. In its latest annual figures on file, for the fiscal year ended 2025-12-31, it reported revenue of $497 million and a profit of $45 million (its filed statements).
Lending businessMortgage Bankers & Loan CorrespondentsPlano, TXfilings since 20208 of 9 filed, 1 estimated
Three tenses, nine metrics. Unseen metrics stay unseen; the grade never fakes a number. Proxy era: provisional values, marked. Weighed as a lending business: prior from its industry code (SEC 6162, Mortgage Bankers & Loan Correspondents); the filing read can change it. All three tenses have at least two readings, so the archetype blend applies as printed.
The grade, in three tenses
Headline 4.5 out of ten, 8 of 9 metrics filed and 1 estimated: past 3.9 out of ten, present 4.4 out of ten, future 5.7 out of ten. The past asks what it actually did, the present what it is doing right now, the future what it is set up to do next.
The nine metrics
Surviving crises (past): 0.3 out of ten. 7 warning events since 2020; the latest 2025-05-15. 3rd percentile among 20 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
Track record (past): 3.4 out of ten. -9.3% a year over 6 filed years; profitable in 4 of 6. 34th percentile among 19 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
Shareholder treatment (past): 9.2 out of ten. CrossAssetData estimate 9.2/10, confidence 35 of 100 (one part). 92nd percentile among 19 sector filers. A CrossAssetData estimate, not a filed reading: one part, confidence 35 of 100; a filing that carries the missing parts replaces this estimate with the filed reading.
Financial health (present): 2.8 out of ten. ROE 11%: 11¢ of profit per shareholder dollar. Leverage 99%: owes 99¢ per asset dollar. 28th percentile among 19 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
Industry position (present): 5.7 out of ten. top 43% of 19 in its family; net margin 9.1%. 57th percentile among 19 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
Leadership (present): 5.5 out of ten. top 45% of 14 in its family for leadership; chief executive since 2022. 55th percentile among 14 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-09).
Room to expand (future): 3.4 out of ten. bottom 34% of 19 in its family for room to expand. 34th percentile among 19 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
Growth drivers (future): 8.0 out of ten. top 20% of 19 in its family for growth drivers. 80th percentile among 19 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
Expectations vs reality (future): 5.6 out of ten. top 44% of 17 in its family for expectations against reality. 56th percentile among 17 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
The filing record
Newest annual report: Form 10-K filed 2026-03-13 for the period ended 2025-12-31 (on EDGAR). Newest quarterly report: Form 10-Q filed 2026-08-07 for the period ended 2026-06-30 (on EDGAR). Newest results release: Form 8-K filed 2026-08-04 (on EDGAR). Newest filing: Form 4, 2026-10-07. Filings on record since 2020. Read from EDGAR 2026-10-12.
Who runs it
Fleming, Graham (Chief Executive Officer); Sieffert, Kristen N (President); Engel, Matthew A (Chief Financial Officer); Prahm, Jeremy (Chief Investment Officer); Richmond, Lauren (Chief Legal Officer); Thornock, Tai A. (Chief Accounting Officer); Corio, Norma (director); Essex, Andrew (director); Gardner, Cory (director); Libman, Brian L (director); and 2 more. 12 officers and directors have filed their own trades in the last fifteen months, names and titles as filed with the SEC, through 2026-10-07.
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