# Match Config Preview

> Matching-faithful caps/enabled for `PARTNER_CAPS_SOURCE=pilot` (query override). Date-based TS caps use render time.
>
> Filters: view=by-range, range=FROM_250_TO_500K, source=pilot

## $250k – $500k

`FROM_250_TO_500K`

### Bucket overview

- **STANDARD**: [zoe, nerdwallet-wealth-partners, falcon-wealth, madrid-wealth-management, pure-financial-advisors, vanguard]
- **ENHANCER**: [retirable, nerdwallet-wealth-partners]

### STANDARD

#### Position 1: Zoe (`ZoeFinancial`, marketplace)

- Payout (partner): 1x $130 · 2x $130 · 3x $113
- 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

#### Position 2: Nerdwallet Wealth Partners (`NerdWalletWealthPartnersUnder500k`)

- Payout (partner): 1x $300 · 2x $225 · 3x $150
- Caps: 130 leads / day (spent 0 / 130 (0%))
- Matching criteria:
  - `wantsTheLead`
```js
({age:a, annualIncome:b, investableAssetsRange:c}) => {
  let d=c === j.II.FROM_250_TO_500K || c === j.II.FROM_500K_TO_1M || c === j.II.OVER_1M;
  if (a > 65 && d) return false;
  let e=c === j.II.FROM_500K_TO_1M || c === j.II.OVER_1M;
  return b >= (c === j.II.UNDER_100K?2e5:e?5e4:1e5)
}
```
  - `shouldBypassCaps`
```js
({utmSource:a})=>"nerdwallet-app"===a
```
- Excluded (bucket): none
- Can match with (bucket): all other partners
- API: async, enabled

#### Position 3: Falcon Wealth (`FalconWealth250kTo500k`)

- Payout (partner): 1x $150 · 2x $150 · 3x $150
- Caps: $25,000 / month (spent $0 / $25,000 (0%)); $576 / day (spent $0 / $576 (0%))
- Bucket caps: $5,000 / month (spent $0 / $5,000 (0%))
- Matching criteria:
  - `minBundleSize`
```js
3
```
- API: async, enabled
- Calendar: CALENDLY

#### Position 4: Madrid Wealth Management (`MadridWealthManagement250kTo500k`)

- Payout (partner): 1x $300 · 2x $225 · 3x $150
- Caps: $2,500 / month (spent $0 / $2,500 (0%))
- Bucket caps: $1,250 / month (spent $0 / $1,250 (0%))
- Matching criteria:
  - `wantsTheLead`
```js
({utmContent:a})=>["Tax Strategies","TAX_STRATEGY"].includes(a||"")
```
- Geo: states none · 88 zips
- API: async, enabled · frequency lead

#### Position 5: Pure Financial Advisors (`PureFinancial`)

- Payout (default): 1x $300 · 2x $225 · 3x $150
- Caps: $150,000 / month (spent $0 / $150,000 (0%))
- API: async, enabled
- Calendar: CALENDLY

#### Position 6: Vanguard (`Vanguard250kTo500k`)

- Payout (partner): 1x $300 · 2x $225 · 3x $150
- Caps: $50,000 / month (spent $0 / $50,000 (0%))
- API: async, enabled · frequency lead

### ENHANCER

#### Position 1: Retirable (`Retirable250kTo500k`)

- Payout (partner): 1x $0 · 2x $0 · 3x $0
- Matching criteria:
  - `wantsTheLead` _(overridden by pacingWantsTheLead)_
```js
a => a.age >= 50 && a.totalAUM+(a.householdCurrentRetirementAmount??0) >= 5e4 && a.totalAUM < 25e4
```
  - `pacingWantsTheLead`
```js
({age:a})=>a>=50
```
- Calendar: CALENDLY

#### Position 2: Nerdwallet Wealth Partners (`NerdWalletWealthPartnersUncapped`)

- Payout (partner): 1x $300 · 2x $225 · 3x $150
- Matching criteria:
  - `wantsTheLead`
```js
({age:a, annualIncome:b, investableAssetsRange:c}) => {
  let d=c === j.II.FROM_250_TO_500K || c === j.II.FROM_500K_TO_1M || c === j.II.OVER_1M;
  if (a > 65 && d) return false;
  let e=c === j.II.FROM_500K_TO_1M || c === j.II.OVER_1M;
  return b >= (c === j.II.UNDER_100K?2e5:e?5e4:1e5)
}
```
  - `shouldBypassCaps`
```js
({utmSource:a})=>"nerdwallet-app"===a
```
- 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, falcon-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, pure-financial-advisors, retirable, robinhood, rpoa, sofi, stratos-private-wealth, tvamp, vanguard, zoe-financial-redirect
- Can match with (partner): range-financial, wealth-enhancement-group, zoe
- API: async, enabled