Match Config Preview

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Read-only view of MATCH_CONFIG from @nwa/partners, evaluated at render time (date-based caps use the current date). Caps/enabled shown are matching-faithful for PARTNER_CAPS_SOURCE=db. Fetched 2026-10-31T10:17:59.328Z (cached).

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Nerdwallet Wealth Partners

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Nerdwallet Wealth Partnersnerdwallet-wealth-partners

1470ea94-40b5-11f0-a249-137c936106c9

Base configuration

Caps (all ranges)

130 leads / day0 / 130 (0% raw, 0% paced, 130 left)

Matching criteria

wantsTheLeadshow source

({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)
}

shouldBypassCapsshow source

({utmSource:a})=>"nerdwallet-app"===a

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Placements (8 variants)

NerdWalletWealthPartners500kTo1m

Position 9$500k – $1MSTANDARDView full range

Full bucket order

1Edelman Financial Engines 2Prime Capital 3Range Financial 4Carson 5Zoe 6Vanguard 7Modern Wealth Management 8Mariner Wealth Advisors 9Nerdwallet Wealth Partners 10Pure Financial Advisors 11Falcon Wealth

Caps (all ranges)

130 leads / day0 / 130 (0% raw, 0% paced, 130 left)

Bucket caps (this range only)

15 leads / day0 / 15 (0% raw, 0% paced, 15 left)

Matching criteria

wantsTheLeadshow source

({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)
}

shouldBypassCapsshow source

({utmSource:a})=>"nerdwallet-app"===a

Excluded partners (partner-level)46

NerdWalletWealthPartnersOver1m

Position 9Over $1MSTANDARDView full range

Full bucket order

1Hb Wealth 2Prime Capital 3Edelman Financial Engines 4Ep Wealth Appleton Partners

NerdWalletWealthPartnersUncapped

Position 2$250k – $500kENHANCERView full range

Full bucket order

1Retirable 2Nerdwallet Wealth Partners

Matching criteria

wantsTheLeadshow source

NerdWalletWealthPartnersUncapped

Position 1$500k – $1MENHANCERView full range

Full bucket order

1Nerdwallet Wealth Partners

Matching criteria

wantsTheLeadshow source

({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)
}

NerdWalletWealthPartnersUncapped

Position 1Over $1MENHANCERView full range

Full bucket order

1Nerdwallet Wealth Partners 2Zoe

Matching criteria

wantsTheLeadshow source

({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)
}

NerdWalletWealthPartnersUnder100k

Position 1Under $100kSTANDARDView full range

Full bucket order

1Nerdwallet Wealth Partners 2Facet Wealth 3Retirable

Caps (all ranges)

NerdWalletWealthPartnersUnder500k

Position 1$100k – $250kSTANDARDView full range

Full bucket order

1Nerdwallet Wealth Partners 2Facet Wealth

Caps (all ranges)

130 leads / day0 / 130 (0% raw, 0% paced, 130 left)

Matching criteria

NerdWalletWealthPartnersUnder500k

Position 2$250k – $500kSTANDARDView full range

Full bucket order

1Zoe 2Nerdwallet Wealth Partners 3Falcon Wealth 4Madrid Wealth Management Pure Financial Advisors

({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)
}

Partner

Caps source

Partner

Caps source