# Match Config Preview

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

## Under $100k

`UNDER_100K`

### STANDARD

#### Position 1: Nerdwallet Wealth Partners (`NerdWalletWealthPartnersUnder100k`)

- Payout (partner): 1x $25 · 2x $19 · 3x $13
- Caps: 130 leads / day
- Bucket caps: 55 leads / day
- 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): 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, 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, origin-financial, pcm-encore, perigon-wealth, prime-capital, pure-financial-advisors, range-financial, retirable, robinhood, rpoa, sofi, stratos-private-wealth, tvamp, vanguard, wealth-enhancement-group, zoe, zoe-financial-redirect
- Can match with (bucket): facet-wealth, nerdwallet-coach
- API: async, enabled

#### Position 2: Facet Wealth

- Payout (partner): 1x $0 · 2x $0 · 3x $0
- Caps: $21,000 / month
- Matching criteria:
  - `wantsTheLead`
```js
a=>a.annualIncome>=1e5
```
- API: async, enabled

#### Position 3: Retirable

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

### ENHANCER

#### Position 1: Nerdwallet Coach

- Payout (partner): 1x $0 · 2x $0 · 3x $0

#### Position 2: Origin Financial

- Payout (partner): 1x $0 · 2x $0 · 3x $0

#### Position 3: Fruitful

- Payout (partner): 1x $0 · 2x $0 · 3x $0

#### Position 4: My Budget Coach

- Payout (partner): 1x $0 · 2x $0 · 3x $0

#### Position 5: Sofi

- Payout (partner): 1x $0 · 2x $0 · 3x $0

#### Position 6: Robinhood

- Payout (partner): 1x $0 · 2x $0 · 3x $0

#### Position 7: Boldin

- Payout (partner): 1x $0 · 2x $0 · 3x $0


## $100k – $250k

`FROM_100_TO_250K`

### STANDARD

#### Position 1: Nerdwallet Wealth Partners (`NerdWalletWealthPartnersUnder500k`)

- Payout (partner): 1x $75 · 2x $50 · 3x $38
- Caps: 130 leads / day
- 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 2: Facet Wealth (`FacetWealth100kTo250k`)

- Payout (partner): 1x $30 · 2x $30 · 3x $30
- Caps: $21,000 / month
- Bucket caps: 35 leads / day
- Matching criteria:
  - `wantsTheLead` _(overridden by pacingWantsTheLead)_
```js
a=>a.annualIncome>=1e5
```
  - `pacingWantsTheLead`
```js
a=>{let b=a.age>=26&&a.age<=64,c=a.annualIncome>=1e5;return b&&c}
```
- API: async, enabled

### ENHANCER

#### Position 1: Retirable (`Retirable100kTo250k`)

- 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: Fruitful (`Fruitful100kTo250k`)

- Payout (partner): 1x $0 · 2x $0 · 3x $0
- Matching criteria:
  - `pacingWantsTheLead`
```js
({partnersMatched:a})=>a.some(a=>a.id===h.Dh.FacetWealth)
```

#### Position 3: Nerdwallet Coach

- Payout (partner): 1x $0 · 2x $0 · 3x $0


## $250k – $500k

`FROM_250_TO_500K`

### 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
- 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; $576 / day
- Bucket caps: $5,000 / month
- 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
- Bucket caps: $1,250 / month
- 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
- API: async, enabled
- Calendar: CALENDLY

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

- Payout (partner): 1x $300 · 2x $225 · 3x $150
- Caps: $50,000 / month
- 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


## $500k – $1M

`FROM_500K_TO_1M`

### STANDARD

#### Position 1: Edelman Financial Engines (`EdelmanFinancialEngines500kTo1m`)

- Payout (partner): 1x $575 · 2x $431 · 3x $245
- Caps: $50,000 / month; $1,725 / day; $10,350 / week
- Bucket caps: $17,000 / month
- Matching criteria:
  - `wantsTheLead`
```js
({utmCampaign:a})=>"adv_mktg_paid_060926_meta_videos-p3_roas"!==a
```
- Excluded (partner): zoe
- Can match with (partner): allworth-financial, appleton-partners, benchmark, boldin, carson, clark-wealth-partners, craft-work-capital, creative-planning, dash-investments, domain-money, 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, nerdwallet-wealth-partners, origin-financial, pcm-encore, perigon-wealth, prime-capital, pure-financial-advisors, range-financial, retirable, robinhood, rpoa, sofi, stratos-private-wealth, tvamp, vanguard, wealth-enhancement-group, zoe-financial-redirect
- API: async, enabled
- Calendar: EDELMAN

#### Position 2: Prime Capital (`PrimeCapital500kTo1m`)

- Payout (default): 1x $575 · 2x $431 · 3x $288
- Caps: $15,000 / month
- Bucket caps: $5,000 / month
- Geo: states GA, CA, TX, CO, KS, NV, ND, AR
- API: async, enabled · frequency lead
- Calendar: ZOOM

#### Position 3: Range Financial (`RangeFinancial500kTo1m`)

- Payout (partner): 1x $300 · 2x $300 · 3x $300
- Caps: $20,000 / month
- Matching criteria:
  - `wantsTheLead`
```js
({age:a,annualIncome:b})=>a>=35&&a<=55&&b>=25e4
```
  - `minBundleSize`
```js
3
```
- API: async, enabled

#### Position 4: Carson (`Carson500kTo1m`)

- Payout (default): 1x $575 · 2x $431 · 3x $288
- Caps: $50,000 / month
- Bucket caps: $12,500 / month
- Geo: states none · 7703 zips
- API: async, enabled
- Calendar: CALENDLY

#### Position 5: Zoe (`ZoeFinancial`, marketplace)

- Payout (partner): 1x $249 · 2x $249 · 3x $216
- 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 6: Vanguard (`Vanguard500kTo1m`)

- Payout (partner): 1x $575 · 2x $431 · 3x $288
- Caps: $50,000 / month
- API: async, enabled · frequency lead

#### Position 7: Modern Wealth Management (`ModernWealthManagement500kTo1m`)

- Payout (default): 1x $575 · 2x $431 · 3x $288
- Caps: $50,000 / month; $12,500 / week
- Excluded (partner): zoe
- Can match with (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, my-budget-coach, nerd-wallet-coach-smb, nerdwallet-coach, nerdwallet-wealth-partners, origin-financial, pcm-encore, perigon-wealth, prime-capital, pure-financial-advisors, range-financial, retirable, robinhood, rpoa, sofi, stratos-private-wealth, tvamp, vanguard, wealth-enhancement-group, zoe-financial-redirect
- API: async, enabled
- Calendar: OUTLOOK

#### Position 8: Mariner Wealth Advisors (`MarinerWealthAdvisors500kTo1m`)

- Payout (default): 1x $575 · 2x $431 · 3x $288
- Caps: $140,000 / month
- Bucket caps: $22,500 / month
- Matching criteria:
  - `wantsTheLead`
```js
({utmSource:a})=>a?.toLowerCase()!=="zeta"
```
- Excluded (partner): zoe
- Can match with (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, mercer-advisors, merit-financial-advisors, mission-wealth, modern-wealth-management, my-budget-coach, nerd-wallet-coach-smb, nerdwallet-coach, nerdwallet-wealth-partners, origin-financial, pcm-encore, perigon-wealth, prime-capital, pure-financial-advisors, range-financial, retirable, robinhood, rpoa, sofi, stratos-private-wealth, tvamp, vanguard, wealth-enhancement-group, zoe-financial-redirect
- API: async, enabled
- Calendar: ZOOM

#### Position 9: Nerdwallet Wealth Partners (`NerdWalletWealthPartners500kTo1m`)

- Payout (partner): 1x $575 · 2x $431 · 3x $288
- Caps: 130 leads / day
- Bucket caps: 15 leads / day
- 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

#### Position 10: Pure Financial Advisors (`PureFinancial`)

- Payout (default): 1x $575 · 2x $431 · 3x $288
- Caps: $150,000 / month
- API: async, enabled
- Calendar: CALENDLY

#### Position 11: Falcon Wealth (`FalconWealth500kTo1m`)

- Payout (partner): 1x $288 · 2x $288 · 3x $288
- Caps: $25,000 / month; $576 / day
- Bucket caps: $15,000 / month
- Matching criteria:
  - `minBundleSize`
```js
3
```
- API: async, enabled
- Calendar: CALENDLY

### ENHANCER

#### Position 1: Nerdwallet Wealth Partners (`NerdWalletWealthPartnersUncapped`)

- Payout (partner): 1x $575 · 2x $431 · 3x $288
- 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


## Over $1M

`OVER_1M`

### STANDARD

#### Position 1: Hb Wealth (`HBWealthOver1m`)

- Payout (default): 1x $1150 · 2x $863 · 3x $575
- Caps: $10,000 / month
- Geo: states GA
- API: async, enabled
- Calendar: MICROSOFT_BOOKINGS

#### Position 2: Prime Capital (`PrimeCapitalOver1m`)

- Payout (default): 1x $1150 · 2x $863 · 3x $575
- Caps: $15,000 / month
- Bucket caps: $10,000 / month
- Geo: states GA, CA, TX, CO, KS, NV, ND, AR
- API: async, enabled · frequency lead
- Calendar: ZOOM

#### Position 3: Edelman Financial Engines (`EdelmanFinancialEnginesOver1m`)

- Payout (partner): 1x $1150 · 2x $863 · 3x $489
- Caps: $50,000 / month; $1,725 / day; $10,350 / week
- Bucket caps: $33,000 / month
- Matching criteria:
  - `wantsTheLead`
```js
({utmCampaign:a})=>"adv_mktg_paid_060926_meta_videos-p3_roas"!==a
```
- Excluded (partner): zoe
- Can match with (partner): allworth-financial, appleton-partners, benchmark, boldin, carson, clark-wealth-partners, craft-work-capital, creative-planning, dash-investments, domain-money, 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, nerdwallet-wealth-partners, origin-financial, pcm-encore, perigon-wealth, prime-capital, pure-financial-advisors, range-financial, retirable, robinhood, rpoa, sofi, stratos-private-wealth, tvamp, vanguard, wealth-enhancement-group, zoe-financial-redirect
- API: async, enabled
- Calendar: EDELMAN

#### Position 4: Ep Wealth

- Payout (partner): 1x $1150 · 2x $1150 · 3x $1150
- Caps: $50,000 / month; 2 leads / day (soft)
- Matching criteria:
  - `maxBundleSize`
```js
1
```
- Geo: states AZ, CO, ID, NM, UT
- Excluded (partner): all other partners
- Can match with (partner): none
- API: async, enabled

#### Position 5: Appleton Partners (disabled)

- Payout (partner): 1x $350 · 2x $350 · 3x $350
- **disabled**
- Caps: $7,000 / month
- API: async, enabled · frequency lead
- Calendar: CALENDLY

#### Position 6: Stratos Private Wealth (`Stratos`)

- Payout (default): 1x $1150 · 2x $863 · 3x $575
- Caps: $8,000 / month
- Geo: states AZ, CA, CO, CT, DC, HI, IL, MA, MI, MN, NJ, NM, NV, NY, OR, UT, WA
- Excluded (partner): zoe
- Can match with (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, nerdwallet-wealth-partners, origin-financial, pcm-encore, perigon-wealth, prime-capital, pure-financial-advisors, range-financial, retirable, robinhood, rpoa, sofi, tvamp, vanguard, wealth-enhancement-group, zoe-financial-redirect
- API: async, enabled
- Calendar: OUTLOOK

#### Position 7: Carson (`CarsonOver1m`)

- Payout (default): 1x $1150 · 2x $863 · 3x $575
- Caps: $50,000 / month
- Bucket caps: $37,500 / month
- Geo: states none · 8348 zips
- API: async, enabled
- Calendar: CALENDLY

#### Position 8: Mariner Wealth Advisors (`MarinerWealthAdvisorsOver1m`)

- Payout (default): 1x $1150 · 2x $863 · 3x $575
- Caps: $140,000 / month
- Bucket caps: $117,500 / month
- Matching criteria:
  - `wantsTheLead`
```js
({utmSource:a})=>a?.toLowerCase()!=="zeta"
```
- Excluded (partner): zoe
- Can match with (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, mercer-advisors, merit-financial-advisors, mission-wealth, modern-wealth-management, my-budget-coach, nerd-wallet-coach-smb, nerdwallet-coach, nerdwallet-wealth-partners, origin-financial, pcm-encore, perigon-wealth, prime-capital, pure-financial-advisors, range-financial, retirable, robinhood, rpoa, sofi, stratos-private-wealth, tvamp, vanguard, wealth-enhancement-group, zoe-financial-redirect
- API: async, enabled
- Calendar: ZOOM

#### Position 9: Nerdwallet Wealth Partners (`NerdWalletWealthPartnersOver1m`)

- Payout (partner): 1x $1150 · 2x $863 · 3x $575
- Caps: 130 leads / day
- Bucket caps: 12 leads / day
- 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

#### Position 10: Zoe (`ZoeFinancial`, marketplace)

- Payout (partner): 1x $500 · 2x $500 · 3x $431
- 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 11: Modern Wealth Management

- Payout (default): 1x $1150 · 2x $863 · 3x $575
- Caps: $50,000 / month; $12,500 / week
- Excluded (partner): zoe
- Can match with (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, my-budget-coach, nerd-wallet-coach-smb, nerdwallet-coach, nerdwallet-wealth-partners, origin-financial, pcm-encore, perigon-wealth, prime-capital, pure-financial-advisors, range-financial, retirable, robinhood, rpoa, sofi, stratos-private-wealth, tvamp, vanguard, wealth-enhancement-group, zoe-financial-redirect
- API: async, enabled
- Calendar: OUTLOOK

#### Position 12: Range Financial (`RangeFinancialOver1m`)

- Payout (partner): 1x $300 · 2x $300 · 3x $300
- Caps: $20,000 / month
- Matching criteria:
  - `wantsTheLead`
```js
({age:a,annualIncome:b})=>a>=35&&a<=55&&b>=25e4
```
  - `minBundleSize`
```js
3
```
- API: async, enabled

#### Position 13: Wealth Enhancement Group

- Payout (partner): 1x $300 · 2x $300 · 3x $300
- Caps: $220,000 / month
- Matching criteria:
  - `wantsTheLead`
```js
({age:a})=>a<=75
```
  - `minBundleSize`
```js
2
```
- API: async, enabled
- Calendar: OUTLOOK

#### Position 14: Allworth Financial

- Payout (partner): 1x $1150 · 2x $863 · 3x $575
- Caps: $40,000 / month
- Matching criteria:
  - `wantsTheLead`
```js
({numberOfBuyers:a})=>a>2
```
  - `minBundleSize`
```js
3
```
- Geo: states TX, CA, WA, CO, AZ, NM, IL, IN, MD, GA, NJ, OR, OH, MO, KS, NC
- API: async, enabled · frequency lead
- Calendar: ONCEHUB

#### Position 15: Falcon Wealth (`FalconWealthOver1m`)

- Payout (partner): 1x $575 · 2x $575 · 3x $575
- Caps: $25,000 / month; $576 / day
- Bucket caps: $5,000 / month
- Matching criteria:
  - `minBundleSize`
```js
3
```
- API: async, enabled
- Calendar: CALENDLY

#### Position 16: Fisher Investments

- Payout (partner): 1x $300 · 2x $300 · 3x $300
- Caps: $30,000 / month; 3 leads / day (soft)
- API: async, enabled

#### Position 17: Madrid Wealth Management (`MadridWealthManagementOver1m`)

- Payout (partner): 1x $1150 · 2x $863 · 3x $575
- Caps: $2,500 / month
- Bucket caps: $1,250 / month
- Matching criteria:
  - `wantsTheLead`
```js
({utmContent:a})=>["Tax Strategies","TAX_STRATEGY"].includes(a||"")
```
- Geo: states none · 303 zips
- API: async, enabled · frequency lead

#### Position 18: Mercer Advisors

- Payout (partner): 1x $300 · 2x $300 · 3x $300
- Caps: $30,000 / month
- API: async, enabled
- Calendar: CALENDLY

#### Position 19: Mission Wealth

- Payout (default): 1x $1150 · 2x $863 · 3x $575
- Caps: $10,000 / month; $2,400 / day
- Matching criteria:
  - `wantsTheLead`
```js
a=>ae(a.timestamp??T()())
```
- Excluded (partner): wealth-enhancement-group, zoe
- Can match with (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, modern-wealth-management, my-budget-coach, nerd-wallet-coach-smb, nerdwallet-coach, nerdwallet-wealth-partners, origin-financial, pcm-encore, perigon-wealth, prime-capital, pure-financial-advisors, range-financial, retirable, robinhood, rpoa, sofi, stratos-private-wealth, tvamp, vanguard, zoe-financial-redirect
- API: async, enabled
- Calendar: CALENDLY

#### Position 20: Perigon Wealth

- Payout (partner): 1x $300 · 2x $300 · 3x $300
- Geo: states none · 2843 zips
- API: async, enabled

#### Position 21: Pure Financial Advisors (`PureFinancial`)

- Payout (default): 1x $1150 · 2x $863 · 3x $575
- Caps: $150,000 / month
- API: async, enabled
- Calendar: CALENDLY

#### Position 22: Vanguard (`VanguardOver1m`)

- Payout (partner): 1x $1150 · 2x $863 · 3x $575
- Caps: $50,000 / month
- API: async, enabled · frequency lead

#### Position 23: Tvamp

- Payout (default): 1x $1150 · 2x $863 · 3x $575
- Caps: $10,000 / month
- Matching criteria:
  - `minBundleSize`
```js
3
```
- Geo: states AL, GA, TN
- API: async, enabled
- Calendar: CALENDLY

### ENHANCER

#### Position 1: Nerdwallet Wealth Partners (`NerdWalletWealthPartnersUncapped`)

- Payout (partner): 1x $1150 · 2x $863 · 3x $575
- 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

#### Position 2: Zoe (`ZoeFinancialNeedsAnotherBuyer`, marketplace)

- Payout (partner): 1x $500 · 2x $500 · 3x $431
- 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