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Dew Wealth Management

Is this your company?

Come for the rapid growth and innovative model, stay for the culture! - Anonymous employee Dew Wealth Management Employee Review

5.0
Aug 31, 2022
Anonymous employee
Recommend
CEO approval
Business Outlook

Pros

When I was looking at what company to "bet the farm on" for the next chapter of my professional journey, I had A LOT of options. I ultimately decided on Dew because their innovative model is TRULY disrupting the financial services industry as we know it... and the rapid growth they will experience over the next 5 years as a consequence of that insane product-market fit is precisely the type of company I want to be a part of right now. What took me by surprise after getting in here, however, was the uniqueness of the culture here. Yes, this is an elite team of "A"-players who are (1) exceptionally brilliant, and (2) work hard to exceed client expectations at every turn. But, I'm used to that. I would never work for a company where that much wasn't true. What's unique here is how authentically nice and cool the team is as well... but, moreover, how supportive this culture is. The career path here is clearer than in any organization of its size that I've ever worked in, and there's an ethos of sincere comradery, respect, and collaboration that is intoxicating. If you're looking to be given the responsibility and support that will allow you to challenge yourself to see what the limits of your professional growth curve might be, Dew Wealth Management is the place to go!

Cons

Like all early-to-mid-stage rapidly-growing firms, Dew Wealth is not without its warts & wrinkles. We're in the "adolescent" stage of growth - between the startup phase and the enterprise phase - where our bodies are starting to smell, and we're growing hair in weird places. In certain areas, the level of systems development and leadership sophistication is impressive for an organization of this size. But, in other areas, there is much work to be done to up-level the sophistication of our systems and management structures as we scale. Plenty of work to do... it's just a matter of triaging time and resources in a prioritized way as we grow... and putting one foot in front of the other.

Explore other reviews about Dew Wealth Management

5.0
Jul 14, 2026
Recommend
CEO approval
Business Outlook

Pros

I had a positive experience working here overall. The people were welcoming, supportive, and genuinely cared about creating a collaborative work environment. Leadership was very approachable, and I appreciated the opportunities to learn and the trust placed in employees. This role gave me valuable experience and helped me better understand my own career goals. Ultimately, I realized that financial planning as a profession wasn't the right long term fit for me, which was a personal career decision rather than a reflection of the company or team. The organization provided a professional environment with knowledgeable colleagues, and I'm grateful for the experience.

Cons

Like many roles in wealth management, the work can be detail-oriented and demanding, so it's important to have a genuine interest in financial planning and the subject matter to thrive. It is a fast paced environment and can be high stress but DEW allowed me to feel comfortable to come forward about how I was feeling regarding the role.

5.0
Oct 24, 2025
Recommend
CEO approval
Business Outlook

Pros

Great work/life balance. First time as an IT person where I didn't have to worry about on-call, nights, and weekends as long as I was available to respond to emergencies as needed (which were infrequent). Outside of IT, everyone has a real passion for what they do and truly encourages each other to be their best. It's not often you get a blend of hard working individuals with a more relaxed environment.

Cons

Only con I think of is sometimes leadership moves too quickly on new innovation and requires that IT rein them in to ensure proper compliance/security considerations. This was a small qualm, as leadership was open to most conversations and would see the value in slowing down and ensuring proper security alignment with the business goal.

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