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Optimize Wealth Management

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Optimize Wealth Management Reviews

4.2

79% would recommend to a friend

(97 total reviews)

82% positive business outlook

Optimize Wealth Management has an employee rating of 4.2 out of 5 stars, based on 97 company reviews on Glassdoor which indicates that most employees have an excellent working experience there. The Optimize Wealth Management employee rating is in line with the average (within 1 standard deviation) for employers within the Finance industry (3.7 stars).

Reviews by job title

97 reviews
5.0
13 Nov 2025

Great place to work and grow

Recommend
CEO approval
Business outlook

Pros

Fast-growing company with a lot of opportunities to develop your career and grow. You have to be open to change fast and adapt, since the company is growing and processes change, you have to keep adapting.

Cons

Nothing I can think of, I love working here

1.0
18 Nov 2025
Recommend
CEO approval
Business outlook

Pros

- Get to talk about how useless the management is and laugh behind their backs with my coworkers. - Get to see the CEO having anger fits and episodes here and there, which is kinda hilarious and entertaining. - Get to watch PMs immediately suck up to the same CEO who just tore them apart. They are good pups. - Get to see simplest projects never being delivered because of the incompetent mgmt. Meh as long as I’m getting paid.

Cons

Absolutely none as you can tell by the fake reviews. Keep it up guys.

1.0
15 Jan 2026

Beware — Hire to Fire Company

Anonymous employee
Recommend
CEO approval
Business outlook

Pros

There are no pros of working here.

Cons

- Poor leadership - Long days - Poor communication - People were there one day and gone the next - My first red flag should have been that they were always hiring, which makes sense because they hire to fire

Viewing 1 - 3 of 97 Reviews

Glassdoor has 98 Optimize Wealth Management reviews submitted anonymously by Optimize Wealth Management employees. Read employee reviews and ratings on Glassdoor to decide if Optimize Wealth Management is right for you.