Does Optimize Wealth Management pay their employees well?

According to anonymously submitted Glassdoor reviews, Optimize Wealth Management employees rate their compensation and benefits as 4.4 out of 5. Find out more about salaries and benefits at Optimize Wealth Management. This rating has improved by 6% over the last 12 months.

How satisfied are employees working at Optimize Wealth Management?

79% of Optimize Wealth Management employees would recommend working there to a friend based on Glassdoor reviews . Employees also rated Optimize Wealth Management 4.3 out of 5 for work life balance, 4.2 for culture and values and 4.3 for career opportunities.

What are the top reviewed jobs at Optimize Wealth Management?

Portfolio Manager (12) , Associate (10) , Analyst (4) , Associate Portfolio Manager (4) , Business Analyst (4) , Anonymous (2) , Data Analyst (2) , Financial Advisor (2) , Financial Analyst (2) , Senior Financial Analyst (2)

What are the pros of working at Optimize Wealth Management according to real employee reviews?

"The team here is fantastic, people are friendly, supportive, and always ready to collaborate." ((in 6 reviews)); "Good pay and benefits." ((in 5 reviews)); "Good team: organized, competent, and helpful" ((in 4 reviews)); "Management is easy to access" ((in 4 reviews)); "Managers are available for inputs or clarification." ((in 3 reviews))

What are the cons of working at Optimize Wealth Management according to real employee reviews?

"That said, everyone is committed to working together, and these small challenges don’t take away from the great overall work environment." ((in 3 reviews)); "less flexible work from home" ((in 3 reviews)); "Leadership is chaotic, emotionally driven, and completely lacking accountability." ((in 2 reviews))

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Optimize Wealth Management

Optimize Wealth Management Reviews

4.3

79% would recommend to a friend

(94 total reviews)

82% positive business outlook

Ratings by category

4.4

Diversity and inclusion

4.4

Compensation and benefits

4.3

Work/Life balance

4.3

Career opportunities

4.2

Culture and values

4.2

Senior management

Optimize Wealth Management has an employee rating of 4.3 out of 5 stars, based on 94 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

94 reviews

1.0

27 May 2026

Paychecks are the only upside to a toxic workplace

Anonymous employee

Recommend

CEO approval

Business outlook

Pros

The only good thing is that you receive paychecks, that’s it!

Cons

I don’t know where I should start! First things first do not believe the high ratings here. They are mainly from employees whose managers ask them to leave 5-star reviews on Glassdoor to increase the average score. If you don’t believe me go check the reviews for McGrath’s Beer House on Google Maps where many of the reviews are from employees (the beer house is owned by the Optimize CEO). Also the CEO needs therapy he yells at everyone. On top of that every month they fire and hire new people. It’s kind of out of nowhere and without any clear reason.

5.0

24 May 2026

The kind of exposure I wanted

Analyst

Recommend

CEO approval

Business outlook

Pros

Hands-on work from the start with financial data, reports, and portfolio analysis Learning investment and wealth management strategies for different situations Good team: organized, competent, and helpful Competitive pay and benefits

Cons

No major issues for me. There are tight deadlines, and the pace can pick up substantially, but no job is perfect.

5.0

14 May 2026

Good starting point for a financial career

Finance and accounting

Recommend

CEO approval

Business outlook

Pros

Working closely with advisors and clients. Seeing how financial plans come together in real situations. Constant sharing of knowledge and insights, so you learn and gain confidence pretty fast. Good benefits and flexibility in schedules.

Cons

Coordination across internal teams not always up to par

Viewing 1 - 3 of 94 Reviews

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Paychecks are the only upside to a toxic workplace

The kind of exposure I wanted

Good starting point for a financial career

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