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By assets range By partner

All ranges
Under $100k
$100k – $250k
$250k – $500k
$500k – $1M
Over $1M

Effective: shadow. Matching-faithful: code/shadow show TS; pilot/db merge DB.

code
shadow
pilot
db
Use env default (db)

Triples89
Pairs24
Solo1
All sizes

Fake spend = hard caps; combos that include the partner are ghosted and sorted last.

CarsonEdelman Financial EnginesFalcon WealthMariner Wealth AdvisorsModern Wealth ManagementNerdwallet Wealth PartnersPrime CapitalPure Financial AdvisorsRange FinancialVanguardZoe

Match Config Preview

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=shadow (query override). Fetched 2026-10-31T10:17:37.357Z (cached).

Showing one range

$500k – $1M

Back to all ranges

Possible combinations

Exclusion-compatible 1–3 partner sets for $500k – $1M (12 enabled partners). Partners at live hard-cap spend or manually marked OOB are ghosted.

89 triples · 24 pairs · 1 solos

$876

$876

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$833

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$821

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$804

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$792

$680

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$575

Bucket config

Bucket overview

STANDARD[edelman-financial-engines, prime-capital, range-financial, carson, zoe, vanguard, modern-wealth-management, mariner-wealth-advisors, nerdwallet-wealth-partners, pure-financial-advisors, falcon-wealth]

ENHANCER[nerdwallet-wealth-partners]

STANDARD11 partners

Position 1Edelman Financial EnginesEdelmanFinancialEngines500kTo1m

1x $575 · 2x $431 · 3x $245partner payout

Caps (all ranges)

$50,000 / month$0 / $50,000 (0% raw, 0% paced, $50,000 left)
$1,725 / day$0 / $1,725 (0% raw, 0% paced, $1,725 left)
$10,350 / week$0 / $10,350 (0% raw, 0% paced, $10,350 left)

Bucket caps (this range only)

$17,000 / month$0 / $17,000 (0% raw, 0% paced, $17,000 left)

Matching criteria

wantsTheLeadshow source

({utmCampaign:a})=>"adv_mktg_paid_060926_meta_videos-p3_roas"!==a

Excluded partners (partner-level)1showhide

Can match with (partner-level)48showhide

allworth-financial appleton-partnersbenchmarkboldin carsonclark-wealth-partnerscraft-work-capitalcreative-planningdash-investmentsdomain-moneyempowerep-wealth facet-wealth falcon-wealth fisher-investments fruitfulfuture-yougcggreen-upgreen-up-lowharness-wealthhb-wealth madrid-wealth-managementmaia-wealthmariner-wealth-advisors mercer-advisorsmerit-financial-advisorsmission-wealth modern-wealth-management my-budget-coachnerd-wallet-coach-smbnerdwallet-coach nerdwallet-wealth-partners origin-financialpcm-encoreperigon-wealth prime-capital pure-financial-advisors range-financial retirable robinhoodrpoasofi stratos-private-wealth tvamp vanguard wealth-enhancement-groupzoe-financial-redirect

API delivery

asyncenabled

Calendar provider

EDELMAN

Position 2Prime CapitalPrimeCapital500kTo1m

1x $575 · 2x $431 · 3x $288default payout

Caps (all ranges)

$15,000 / month$0 / $15,000 (0% raw, 0% paced, $15,000 left)

Bucket caps (this range only)

$5,000 / month$0 / $5,000 (0% raw, 0% paced, $5,000 left)

Geo filter

States: GA, CA, TX, CO, KS, NV, ND, AR

API delivery

asyncenabledfrequency: lead

Calendar provider

ZOOM

Position 3Range FinancialRangeFinancial500kTo1m

1x $300 · 2x $300 · 3x $300partner payout

Caps (all ranges)

$20,000 / month$0 / $20,000 (0% raw, 0% paced, $20,000 left)

Matching criteria

wantsTheLeadshow source

({age:a,annualIncome:b})=>a>=35&&a<=55&&b>=25e4

minBundleSizeshow source

API delivery

asyncenabled

Position 4CarsonCarson500kTo1m

1x $575 · 2x $431 · 3x $288default payout

Caps (all ranges)

$50,000 / month$0 / $50,000 (0% raw, 0% paced, $50,000 left)

Bucket caps (this range only)

$12,500 / month$0 / $12,500 (0% raw, 0% paced, $12,500 left)

Geo filter

No state filter · 7703 zips

API delivery

asyncenabled

Calendar provider

CALENDLY

Position 5ZoeZoeFinancialmarketplace

1x $249 · 2x $249 · 3x $216partner payout

Caps (all ranges)

30 leads / daysoft cap

Excluded partners (partner-level)44showhide

allworth-financial appleton-partnersbenchmarkboldin carsonclark-wealth-partnerscraft-work-capitalcreative-planningdash-investmentsdomain-moneyedelman-financial-enginesempowerep-wealth facet-wealth fisher-investments fruitfulfuture-yougcggreen-upgreen-up-lowharness-wealthhb-wealth madrid-wealth-managementmaia-wealthmariner-wealth-advisors mercer-advisorsmerit-financial-advisorsmission-wealth modern-wealth-management my-budget-coachnerd-wallet-coach-smbnerdwallet-coach origin-financialpcm-encoreperigon-wealth prime-capital retirable robinhoodrpoasofi stratos-private-wealth tvamp vanguardzoe-financial-redirect

Can match with (partner-level)5showhide

falcon-wealth nerdwallet-wealth-partners pure-financial-advisors range-financial wealth-enhancement-group

API delivery

asyncenabledfrequency: lead

Calendar provider

HUBSPOT

Position 6VanguardVanguard500kTo1m

1x $575 · 2x $431 · 3x $288partner payout

Caps (all ranges)

$50,000 / month$0 / $50,000 (0% raw, 0% paced, $50,000 left)

API delivery

asyncenabledfrequency: lead

Position 7Modern Wealth ManagementModernWealthManagement500kTo1m

1x $575 · 2x $431 · 3x $288default payout

Caps (all ranges)

$50,000 / month$0 / $50,000 (0% raw, 0% paced, $50,000 left)
$12,500 / week$0 / $12,500 (0% raw, 0% paced, $12,500 left)

Excluded partners (partner-level)1showhide

Can match with (partner-level)48showhide

allworth-financial appleton-partnersbenchmarkboldin carsonclark-wealth-partnerscraft-work-capitalcreative-planningdash-investmentsdomain-moneyedelman-financial-enginesempowerep-wealth facet-wealth falcon-wealth fisher-investments fruitfulfuture-yougcggreen-upgreen-up-lowharness-wealthhb-wealth madrid-wealth-managementmaia-wealthmariner-wealth-advisors mercer-advisorsmerit-financial-advisorsmission-wealth my-budget-coachnerd-wallet-coach-smbnerdwallet-coach nerdwallet-wealth-partners origin-financialpcm-encoreperigon-wealth prime-capital pure-financial-advisors range-financial retirable robinhoodrpoasofi stratos-private-wealth tvamp vanguard wealth-enhancement-groupzoe-financial-redirect

API delivery

asyncenabled

Calendar provider

OUTLOOK

Position 8Mariner Wealth AdvisorsMarinerWealthAdvisors500kTo1m

1x $575 · 2x $431 · 3x $288default payout

Caps (all ranges)

$140,000 / month$0 / $140,000 (0% raw, 0% paced, $140,000 left)

Bucket caps (this range only)

$22,500 / month$0 / $22,500 (0% raw, 0% paced, $22,500 left)

Matching criteria

wantsTheLeadshow source

({utmSource:a})=>a?.toLowerCase()!=="zeta"

Excluded partners (partner-level)1showhide

Can match with (partner-level)48showhide

allworth-financial appleton-partnersbenchmarkboldin carsonclark-wealth-partnerscraft-work-capitalcreative-planningdash-investmentsdomain-moneyedelman-financial-enginesempowerep-wealth facet-wealth falcon-wealth fisher-investments fruitfulfuture-yougcggreen-upgreen-up-lowharness-wealthhb-wealth madrid-wealth-managementmaia-wealthmercer-advisorsmerit-financial-advisorsmission-wealth modern-wealth-management my-budget-coachnerd-wallet-coach-smbnerdwallet-coach nerdwallet-wealth-partners origin-financialpcm-encoreperigon-wealth prime-capital pure-financial-advisors range-financial retirable robinhoodrpoasofi stratos-private-wealth tvamp vanguard wealth-enhancement-groupzoe-financial-redirect

API delivery

asyncenabled

Calendar provider

ZOOM

Position 9Nerdwallet Wealth PartnersNerdWalletWealthPartners500kTo1m

1x $575 · 2x $431 · 3x $288partner payout

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)46showhide

allworth-financial appleton-partnersbenchmarkboldin carsonclark-wealth-partnerscraft-work-capitalcreative-planningdash-investmentsdomain-moneyedelman-financial-enginesempowerep-wealth facet-wealth falcon-wealth fisher-investments fruitfulfuture-yougcggreen-upgreen-up-lowharness-wealthhb-wealth madrid-wealth-managementmaia-wealthmariner-wealth-advisors mercer-advisorsmerit-financial-advisorsmission-wealth modern-wealth-management my-budget-coachnerd-wallet-coach-smbnerdwallet-coach origin-financialpcm-encoreperigon-wealth prime-capital pure-financial-advisors retirable robinhoodrpoasofi stratos-private-wealth tvamp vanguardzoe-financial-redirect

Can match with (partner-level)3showhide

range-financial wealth-enhancement-group zoe

API delivery

asyncenabled

Position 10Pure Financial AdvisorsPureFinancial

1x $575 · 2x $431 · 3x $288default payout

Caps (all ranges)

$150,000 / month$0 / $150,000 (0% raw, 0% paced, $150,000 left)

API delivery

asyncenabled

Calendar provider

CALENDLY

Position 11Falcon WealthFalconWealth500kTo1m

1x $288 · 2x $288 · 3x $288partner payout

Caps (all ranges)

$25,000 / month$0 / $25,000 (0% raw, 0% paced, $25,000 left)
$576 / day$0 / $576 (0% raw, 0% paced, $576 left)

Bucket caps (this range only)

$15,000 / month$0 / $15,000 (0% raw, 0% paced, $15,000 left)

Matching criteria

minBundleSizeshow source

API delivery

asyncenabled

Calendar provider

CALENDLY

ENHANCER1 partner

Position 1Nerdwallet Wealth PartnersNerdWalletWealthPartnersUncapped

1x $575 · 2x $431 · 3x $288partner payout

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)46showhide

allworth-financial appleton-partnersbenchmarkboldin carsonclark-wealth-partnerscraft-work-capitalcreative-planningdash-investmentsdomain-moneyedelman-financial-enginesempowerep-wealth facet-wealth falcon-wealth fisher-investments fruitfulfuture-yougcggreen-upgreen-up-lowharness-wealthhb-wealth madrid-wealth-managementmaia-wealthmariner-wealth-advisors mercer-advisorsmerit-financial-advisorsmission-wealth modern-wealth-management my-budget-coachnerd-wallet-coach-smbnerdwallet-coach origin-financialpcm-encoreperigon-wealth prime-capital pure-financial-advisors retirable robinhoodrpoasofi stratos-private-wealth tvamp vanguardzoe-financial-redirect

Can match with (partner-level)3showhide

range-financial wealth-enhancement-group zoe

API delivery

asyncenabled