# Match Config Preview

> Matching-faithful caps/enabled for `PARTNER_CAPS_SOURCE=shadow` (query override). Date-based TS caps use render time.
>
> Filters: view=by-partner, partner=zoe, source=shadow

## Zoe

- slug: `zoe`
- buyerId: `f831977c-35c7-11f0-ad0f-7f1396de8122`

### Payouts by range

- Under $100k: 1x $80 · 2x $80 · 3x $80 (partner)
- $100k – $250k: 1x $80 · 2x $80 · 3x $80 (partner)
- $250k – $500k: 1x $130 · 2x $130 · 3x $113 (partner)
- $500k – $1M: 1x $249 · 2x $249 · 3x $216 (partner)
- Over $1M: 1x $500 · 2x $500 · 3x $431 (partner)

#### Base config
- marketplace
- Caps: 30 leads / day (soft)
- Excluded (partner): allworth-financial, appleton-partners, benchmark, boldin, carson, clark-wealth-partners, craft-work-capital, creative-planning, dash-investments, domain-money, edelman-financial-engines, empower, ep-wealth, facet-wealth, fisher-investments, fruitful, future-you, gcg, green-up, green-up-low, harness-wealth, hb-wealth, madrid-wealth-management, maia-wealth, mariner-wealth-advisors, mercer-advisors, merit-financial-advisors, mission-wealth, modern-wealth-management, my-budget-coach, nerd-wallet-coach-smb, nerdwallet-coach, origin-financial, pcm-encore, perigon-wealth, prime-capital, retirable, robinhood, rpoa, sofi, stratos-private-wealth, tvamp, vanguard, zoe-financial-redirect
- Can match with (partner): falcon-wealth, nerdwallet-wealth-partners, pure-financial-advisors, range-financial, wealth-enhancement-group
- API: async, enabled · frequency lead
- Calendar: HUBSPOT

### ZoeFinancial

Placements:

- Position 1 · $250k – $500k (`FROM_250_TO_500K`) · STANDARD
  - Full bucket: [1. zoe, 2. nerdwallet-wealth-partners, 3. falcon-wealth, 4. madrid-wealth-management, 5. pure-financial-advisors, 6. vanguard]

#### Config
- marketplace
- Caps: 30 leads / day (soft)
- Excluded (partner): allworth-financial, appleton-partners, benchmark, boldin, carson, clark-wealth-partners, craft-work-capital, creative-planning, dash-investments, domain-money, edelman-financial-engines, empower, ep-wealth, facet-wealth, fisher-investments, fruitful, future-you, gcg, green-up, green-up-low, harness-wealth, hb-wealth, madrid-wealth-management, maia-wealth, mariner-wealth-advisors, mercer-advisors, merit-financial-advisors, mission-wealth, modern-wealth-management, my-budget-coach, nerd-wallet-coach-smb, nerdwallet-coach, origin-financial, pcm-encore, perigon-wealth, prime-capital, retirable, robinhood, rpoa, sofi, stratos-private-wealth, tvamp, vanguard, zoe-financial-redirect
- Can match with (partner): falcon-wealth, nerdwallet-wealth-partners, pure-financial-advisors, range-financial, wealth-enhancement-group
- API: async, enabled · frequency lead
- Calendar: HUBSPOT

### ZoeFinancial

Placements:

- Position 5 · $500k – $1M (`FROM_500K_TO_1M`) · STANDARD
  - Full bucket: [1. edelman-financial-engines, 2. prime-capital, 3. range-financial, 4. carson, 5. zoe, 6. vanguard, 7. modern-wealth-management, 8. mariner-wealth-advisors, 9. nerdwallet-wealth-partners, 10. pure-financial-advisors, 11. falcon-wealth]

#### Config
- marketplace
- Caps: 30 leads / day (soft)
- Excluded (partner): allworth-financial, appleton-partners, benchmark, boldin, carson, clark-wealth-partners, craft-work-capital, creative-planning, dash-investments, domain-money, edelman-financial-engines, empower, ep-wealth, facet-wealth, fisher-investments, fruitful, future-you, gcg, green-up, green-up-low, harness-wealth, hb-wealth, madrid-wealth-management, maia-wealth, mariner-wealth-advisors, mercer-advisors, merit-financial-advisors, mission-wealth, modern-wealth-management, my-budget-coach, nerd-wallet-coach-smb, nerdwallet-coach, origin-financial, pcm-encore, perigon-wealth, prime-capital, retirable, robinhood, rpoa, sofi, stratos-private-wealth, tvamp, vanguard, zoe-financial-redirect
- Can match with (partner): falcon-wealth, nerdwallet-wealth-partners, pure-financial-advisors, range-financial, wealth-enhancement-group
- API: async, enabled · frequency lead
- Calendar: HUBSPOT

### ZoeFinancial

Placements:

- Position 10 · Over $1M (`OVER_1M`) · STANDARD
  - Full bucket: [1. hb-wealth, 2. prime-capital, 3. edelman-financial-engines, 4. ep-wealth, 5. appleton-partners, 6. stratos-private-wealth, 7. carson, 8. mariner-wealth-advisors, 9. nerdwallet-wealth-partners, 10. zoe, 11. modern-wealth-management, 12. range-financial, 13. wealth-enhancement-group, 14. allworth-financial, 15. falcon-wealth, 16. fisher-investments, 17. madrid-wealth-management, 18. mercer-advisors, 19. mission-wealth, 20. perigon-wealth, 21. pure-financial-advisors, 22. vanguard, 23. tvamp]

#### Config
- marketplace
- Caps: 30 leads / day (soft)
- Excluded (partner): allworth-financial, appleton-partners, benchmark, boldin, carson, clark-wealth-partners, craft-work-capital, creative-planning, dash-investments, domain-money, edelman-financial-engines, empower, ep-wealth, facet-wealth, fisher-investments, fruitful, future-you, gcg, green-up, green-up-low, harness-wealth, hb-wealth, madrid-wealth-management, maia-wealth, mariner-wealth-advisors, mercer-advisors, merit-financial-advisors, mission-wealth, modern-wealth-management, my-budget-coach, nerd-wallet-coach-smb, nerdwallet-coach, origin-financial, pcm-encore, perigon-wealth, prime-capital, retirable, robinhood, rpoa, sofi, stratos-private-wealth, tvamp, vanguard, zoe-financial-redirect
- Can match with (partner): falcon-wealth, nerdwallet-wealth-partners, pure-financial-advisors, range-financial, wealth-enhancement-group
- API: async, enabled · frequency lead
- Calendar: HUBSPOT

### ZoeFinancialNeedsAnotherBuyer

Placements:

- Position 2 · Over $1M (`OVER_1M`) · ENHANCER
  - Full bucket: [1. nerdwallet-wealth-partners, 2. zoe]

#### Config
- marketplace
- Caps: 30 leads / day (soft)
- Matching criteria:
  - `pacingWantsTheLead`
```js
({partnersMatched:a}) => !(a.some(a => a.id === h.Dh.NerdWalletWealthPartners) && a.length > 1) && a.length >= 1
```
- Excluded (partner): allworth-financial, appleton-partners, benchmark, boldin, carson, clark-wealth-partners, craft-work-capital, creative-planning, dash-investments, domain-money, edelman-financial-engines, empower, ep-wealth, facet-wealth, fisher-investments, fruitful, future-you, gcg, green-up, green-up-low, harness-wealth, hb-wealth, madrid-wealth-management, maia-wealth, mariner-wealth-advisors, mercer-advisors, merit-financial-advisors, mission-wealth, modern-wealth-management, my-budget-coach, nerd-wallet-coach-smb, nerdwallet-coach, origin-financial, pcm-encore, perigon-wealth, prime-capital, retirable, robinhood, rpoa, sofi, stratos-private-wealth, tvamp, vanguard, zoe-financial-redirect
- Can match with (partner): falcon-wealth, nerdwallet-wealth-partners, pure-financial-advisors, range-financial, wealth-enhancement-group
- API: async, enabled · frequency lead
- Calendar: HUBSPOT