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Optimize Wealth Management

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Optimize Wealth Management Reviews

4.3

79% would recommend to a friend

(97 total reviews)

82% positive business outlook

Optimize Wealth Management has an employee rating of 4.3 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
5 Jun 2026

Interesting AI-focused work

Anonymous employee
Recommend
CEO approval
Business outlook

Pros

I have the chance to work on complex projects that broaden my knowledge and sharpen my skills. Managers focus on improving operations, advisor support, and client experiences. Another big plus is the amount of freedom I have. There’s a lot of room to share ideas and experiment with solutions. It’s not one of those companies trying to deploy AI without much thought just because it’s trendy.

Cons

It’s essential to strike a balance between experimentation and real-world expectations.

1.0
4 Jun 2026

Don’t believe the fake positive reviews, this place destroys people

Anonymous employee
Recommend
CEO approval
Business outlook

Pros

Starting salary is higher than average pretty sure, so it’s worth taking a job here if you’re v desperate… but you will regret it if it stops you from applying other places. A few rly good people spread around this toxic cesspool of a workplace……. Unless they’ve been randomly fired by now.

Cons

The CEO is a stressed out madman who screams at staff of all levels so loud you can hear it echoing around the 4 floored office. He has these crazy tantrums and makes reactive bad decisions but surrounds himself with wormy arse-kissing yes men who know the only way to keep benefitting from their position is to never question any of his ideas. Seriously unhinged nepotism with his inner circle and his family, incl. his kids who are unqualified but get high positions they don’t rly know how to deliver on … but are the only staff who don’t get criticism of course. Solid co-workers with major responsibilities are constantly getting fired but not replaced and usually ppl don’t get reasons for it. Funny bc ppl are stressed but also don’t care about their jobs. Many ppl would be on LinkedIn applying for other jobs while on the clock lmao. It’s a mess!

1.0
3 Jun 2026
Recommend
CEO approval
Business outlook

Pros

We would sometimes get pizza.

Cons

Extremely scary work environment. I became so stressed from the daily energy mainly form upper management. I left as soon as I could, but many people were fired within a few months. My first day I was given a desk assignment which notified the rest of the team that the person who sat here on the previous Friday had been let go.

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.