About Us

Founded in 1996, World Alliance Financial is committed to enhancing the financial plans of mature homeowners. We’ve provided millions of clients a way to accomplish their cash flow needs. Our financial products are structured to supplement income, improve cash flow, preserve assets, and potentially provide tax and estate planning benefits.

To date, we’ve closed over $4 billion in loans. We’re one of the three largest reverse mortgage providers in the U.S. and the fastest growing. You can trust that World Alliance Financial will manage all transactions with unparalleled service levels, cutting-edge technology and unsurpassed expertise.

World Alliance Financial is licensed in over 30 states, and is a wholly-owned subsidiary of KBC Financial Products, a division of Belgian-based KBC Bank NV. KBC Bank is one of the largest banks worldwide with market capitalization of approximately $45 billion.

Mission Statement

At World Alliance Financial, our mission is to secure ourselves as a Reverse Mortgage leader by analyzing trends and anticipating future opportunities to best serve our clients and partners. By promoting creativity and innovative thinking, our entrepreneurial spirit drives us to create opportunities where none had existed and allows our colleagues to reach their fullest potential. We consider our clients and employees family; each a valuable asset to the firm today and in the future. Our commitment to hold the highest standards of service, integrity and accountability are paramount.


Winning Formula

Since its founding, World Alliance Financial's guiding principle is a commitment to the betterment and financial security of senior homeowners. Through our product lineup and partnerships, we are reinventing the Reverse Mortgage industry and our winning formula is reinforced by superior customer service and by satisfying industry needs that our competitors may overlook. We will continue to maintain our position at the forefront of the industry by identifying new opportunities and gaining additional market share with our combination of competitive interest rates, innovative product offerings, and advanced technological enhancements.

  

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