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=code (query override). Fetched 2026-10-31T10:17:36.554Z.

Showing one range

Under $100k

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Possible combinations

Exclusion-compatible 1–3 partner sets for Under $100k (10 enabled partners). Partners at live hard-cap spend or manually marked OOB are ghosted.

85 triples · 38 pairs · 7 solos

$19

Bucket config

Bucket overview

STANDARD[nerdwallet-wealth-partners, facet-wealth, retirable]

ENHANCER[nerdwallet-coach, origin-financial, fruitful, my-budget-coach, sofi, robinhood, boldin]

STANDARD3 partners

Position 1Nerdwallet Wealth PartnersNerdWalletWealthPartnersUnder100k

1x $25 · 2x $19 · 3x $13partner payout

Caps (all ranges)

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

Bucket caps (this range only)

55 leads / day0 / 55 (0% raw, 0% paced, 55 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 (bucket-level)47show

allworth-financial appleton-partnersbenchmarkboldin carsonclark-wealth-partnerscraft-work-capitalcreative-planningdash-investmentsdomain-moneyedelman-financial-enginesempowerep-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-smborigin-financialpcm-encoreperigon-wealth prime-capital pure-financial-advisors range-financial retirable robinhoodrpoasofi stratos-private-wealth tvamp vanguard wealth-enhancement-group zoezoe-financial-redirect

Can match with (bucket-level)2show

facet-wealth nerdwallet-coach

API delivery

asyncenabled

Position 2Facet Wealth

1x $0 · 2x $0 · 3x $0partner payout

Caps (all ranges)

$21,000 / month$0 / $21,000 (0% raw, 0% paced, $21,000 left)

Matching criteria

wantsTheLeadshow source

a=>a.annualIncome>=1e5

API delivery

asyncenabled

Position 3Retirable

1x $0 · 2x $0 · 3x $0partner payout

Matching criteria

wantsTheLeadshow source

a => a.age >= 50 && a.totalAUM+(a.householdCurrentRetirementAmount??0) >= 5e4 && a.totalAUM < 25e4

Calendar provider

CALENDLY

ENHANCER7 partners

Position 1Nerdwallet Coach

1x $0 · 2x $0 · 3x $0partner payout

No caps, criteria, or filters configured.

Position 2Origin Financial

1x $0 · 2x $0 · 3x $0partner payout

No caps, criteria, or filters configured.

Position 3Fruitful

1x $0 · 2x $0 · 3x $0partner payout

No caps, criteria, or filters configured.

Position 4My Budget Coach

1x $0 · 2x $0 · 3x $0partner payout

No caps, criteria, or filters configured.

Position 5Sofi

1x $0 · 2x $0 · 3x $0partner payout

No caps, criteria, or filters configured.

Position 6Robinhood

1x $0 · 2x $0 · 3x $0partner payout

No caps, criteria, or filters configured.

Position 7Boldin

1x $0 · 2x $0 · 3x $0partner payout

No caps, criteria, or filters configured.

Asset range

Caps source

Combination size

Out of budget

Possible combinations

Asset range

Caps source

Combination size

Out of budget

Possible combinations