# Match Config Preview

> Read-only `MATCH_CONFIG` from `@nwa/partners` (code config only). Date-based caps use render time.
>
> Filters: view=by-partner

## Allworth Financial

- slug: `allworth-financial`
- buyerId: `5b7a16fc-5e8a-11f0-8060-2704dce63806`

### Payouts by range

- Under $100k: 1x $25 · 2x $19 · 3x $13 (partner)
- $100k – $250k: 1x $75 · 2x $50 · 3x $38 (partner)
- $250k – $500k: 1x $300 · 2x $225 · 3x $150 (partner)
- $500k – $1M: 1x $575 · 2x $431 · 3x $288 (partner)
- Over $1M: 1x $1150 · 2x $863 · 3x $575 (partner)

#### Base config
- Caps: $40,000 / month
- Matching criteria:
  - `wantsTheLead`
```js
({numberOfBuyers:a})=>a>2
```
  - `afterMatch`
```js
a => !(a.length < 3) || (console.info("Minimum number of buyers not reached, removing Allworth Financial from the list of buyers"), false)
```
- 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

### base partner placement

Placements:

- Position 1 · Over $1M (`OVER_1M`) · MEDIUM
  - Full bucket: [1. allworth-financial, 2. mission-wealth, 3. pure-financial-advisors, 4. pcm-encore, 5. tvamp]

#### Config
- Caps: $40,000 / month
- Matching criteria:
  - `wantsTheLead`
```js
({numberOfBuyers:a})=>a>2
```
  - `afterMatch`
```js
a => !(a.length < 3) || (console.info("Minimum number of buyers not reached, removing Allworth Financial from the list of buyers"), false)
```
- 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


## Carson

- slug: `carson`
- buyerId: `99360420-f7d6-11f0-a0e5-c79187fb2b7e`

### Payouts by range

- Under $100k: 1x $25 · 2x $19 · 3x $13 (default)
- $100k – $250k: 1x $75 · 2x $50 · 3x $38 (default)
- $250k – $500k: 1x $300 · 2x $225 · 3x $150 (default)
- $500k – $1M: 1x $575 · 2x $431 · 3x $288 (default)
- Over $1M: 1x $1150 · 2x $863 · 3x $575 (default)

#### Base config
- Caps: $50,000 / month
- Geo: states none · 7703 zips
- API: async, enabled
- Calendar: CALENDLY

### Carson500kTo1m

Placements:

- Position 5 · $500k – $1M (`FROM_500K_TO_1M`) · HIGHEST
  - Full bucket: [1. domain-money, 2. edelman-financial-engines, 3. prime-capital, 4. range-financial, 5. carson, 6. zoe]

#### Config
- Caps: $50,000 / month
- Geo: states none · 7703 zips
- API: async, enabled
- Calendar: CALENDLY

### CarsonOver1m

Placements:

- Position 5 · Over $1M (`OVER_1M`) · HIGHEST
  - Full bucket: [1. hb-wealth, 2. prime-capital, 3. edelman-financial-engines, 4. stratos-private-wealth, 5. carson, 6. mariner-wealth-advisors, 7. nerdwallet-wealth-partners]

#### Config
- Caps: $50,000 / month
- Geo: states none · 8348 zips
- API: async, enabled
- Calendar: CALENDLY


## Domain Money

- slug: `domain-money`
- buyerId: `00635aac-cd18-11ef-92a0-ebfa1e77f141`

### Payouts by range

- Under $100k: 1x $25 · 2x $19 · 3x $13 (default)
- $100k – $250k: 1x $75 · 2x $50 · 3x $38 (default)
- $250k – $500k: 1x $300 · 2x $225 · 3x $150 (default)
- $500k – $1M: 1x $575 · 2x $431 · 3x $288 (default)
- Over $1M: 1x $1150 · 2x $863 · 3x $575 (default)

#### Base config
- Caps: $40,000 / month
- Matching criteria:
  - `wantsTheLead`
```js
({age:a,annualIncome:b})=>a>=26&&a<=60&&b>=2e5
```
- API: async, enabled
- Calendar: CALENDLY

### Domain250kTo500kStandard

Placements:

- Position 1 · $250k – $500k (`FROM_250_TO_500K`) · HIGHEST
  - Full bucket: [1. domain-money, 2. zoe]

#### Config
- Caps: $40,000 / month
- Bucket caps: $5,000 / month
- Matching criteria:
  - `wantsTheLead`
```js
({age:a,annualIncome:b})=>a>=26&&a<=60&&b>=2e5
```
- API: async, enabled
- Calendar: CALENDLY

### Domain500kTo1mStandard

Placements:

- Position 1 · $500k – $1M (`FROM_500K_TO_1M`) · HIGHEST
  - Full bucket: [1. domain-money, 2. edelman-financial-engines, 3. prime-capital, 4. range-financial, 5. carson, 6. zoe]

#### Config
- Caps: $40,000 / month
- Bucket caps: $5,000 / month
- Matching criteria:
  - `wantsTheLead`
```js
({age:a,annualIncome:b})=>a>=26&&a<=60&&b>=2e5
```
- API: async, enabled
- Calendar: CALENDLY

### DomainUnder100To250kStandard

Placements:

- Position 1 · $100k – $250k (`FROM_100_TO_250K`) · HIGHEST
  - Full bucket: [1. domain-money]

#### Config
- Caps: $40,000 / month
- Bucket caps: $5,000 / month
- Matching criteria:
  - `wantsTheLead`
```js
({age:a,annualIncome:b})=>a>=26&&a<=60&&b>=2e5
```
- API: async, enabled
- Calendar: CALENDLY


## Edelman Financial Engines

- slug: `edelman-financial-engines`
- buyerId: `5dd5fa96-76ab-11ef-ab1b-a786d45b9fe0`

### Payouts by range

- Under $100k: 1x $25 · 2x $19 · 3x $13 (default)
- $100k – $250k: 1x $75 · 2x $50 · 3x $38 (default)
- $250k – $500k: 1x $300 · 2x $225 · 3x $150 (default)
- $500k – $1M: 1x $575 · 2x $431 · 3x $288 (default)
- Over $1M: 1x $1150 · 2x $863 · 3x $575 (default)

#### Base config
- Caps: $55,000 / month; $864 / day
- Excluded (partner): zoe
- Can match with (partner): allworth-financial, benchmark, carson, clark-wealth-partners, craftwork-capital, creative-planning, dash-investments, domain-money, empower, facet-wealth, falcon-wealth, fisher-investments, fruitful, future-you, GCG, green-up-low, greenup, harness-wealth, hb-wealth, maia-wealth, mariner-wealth-advisors, merit-financial-advisors, mission-wealth, modern-wealth-management, my-budget-coach, nerdwallet-coach, nerdwallet-coach-smb, nerdwallet-wealth-partners, origin-financial, pcm-encore, prime-capital, pure-financial-advisors, range-financial, retirable, robinhood, rpoa, sofi, stratos-private-wealth, tvamp, vanguard, wealth-enhancement-group, zoe-redirect
- API: async, enabled
- Calendar: EDELMAN

### EdelmanFrom500kTo1m

Placements:

- Position 2 · $500k – $1M (`FROM_500K_TO_1M`) · HIGHEST
  - Full bucket: [1. domain-money, 2. edelman-financial-engines, 3. prime-capital, 4. range-financial, 5. carson, 6. zoe]

#### Config
- Caps: $55,000 / month; $864 / day
- Bucket caps: $17,000 / month
- Excluded (partner): zoe
- Can match with (partner): allworth-financial, benchmark, carson, clark-wealth-partners, craftwork-capital, creative-planning, dash-investments, domain-money, empower, facet-wealth, falcon-wealth, fisher-investments, fruitful, future-you, GCG, green-up-low, greenup, harness-wealth, hb-wealth, maia-wealth, mariner-wealth-advisors, merit-financial-advisors, mission-wealth, modern-wealth-management, my-budget-coach, nerdwallet-coach, nerdwallet-coach-smb, nerdwallet-wealth-partners, origin-financial, pcm-encore, prime-capital, pure-financial-advisors, range-financial, retirable, robinhood, rpoa, sofi, stratos-private-wealth, tvamp, vanguard, wealth-enhancement-group, zoe-redirect
- API: async, enabled
- Calendar: EDELMAN

### EdelmanOver1m

Placements:

- Position 3 · Over $1M (`OVER_1M`) · HIGHEST
  - Full bucket: [1. hb-wealth, 2. prime-capital, 3. edelman-financial-engines, 4. stratos-private-wealth, 5. carson, 6. mariner-wealth-advisors, 7. nerdwallet-wealth-partners]

#### Config
- Caps: $55,000 / month; $864 / day
- Bucket caps: $38,000 / month
- Excluded (partner): zoe
- Can match with (partner): allworth-financial, benchmark, carson, clark-wealth-partners, craftwork-capital, creative-planning, dash-investments, domain-money, empower, facet-wealth, falcon-wealth, fisher-investments, fruitful, future-you, GCG, green-up-low, greenup, harness-wealth, hb-wealth, maia-wealth, mariner-wealth-advisors, merit-financial-advisors, mission-wealth, modern-wealth-management, my-budget-coach, nerdwallet-coach, nerdwallet-coach-smb, nerdwallet-wealth-partners, origin-financial, pcm-encore, prime-capital, pure-financial-advisors, range-financial, retirable, robinhood, rpoa, sofi, stratos-private-wealth, tvamp, vanguard, wealth-enhancement-group, zoe-redirect
- API: async, enabled
- Calendar: EDELMAN


## Facet Wealth

- slug: `facet-wealth`
- buyerId: `071ee8d8-fb81-11ef-84ec-cb317d2403cf`

### Payouts by range

- Under $100k: 1x $0 · 2x $0 · 3x $0 (partner)
- $100k – $250k: 1x $30 · 2x $30 · 3x $30 (partner)
- $250k – $500k: 1x $150 · 2x $150 · 3x $150 (partner)
- $500k – $1M: 1x $150 · 2x $150 · 3x $150 (partner)
- Over $1M: 1x $150 · 2x $150 · 3x $150 (partner)

#### Base config
- Caps: $45,000 / month
- Matching criteria:
  - `wantsTheLead`
```js
a=>a.annualIncome>=1e5
```
- API: async, enabled

### base partner placement

Placements:

- Position 1 · Under $100k (`UNDER_100K`) · STANDARD
  - Full bucket: [1. facet-wealth, 2. retirable]

#### Config
- Caps: $45,000 / month
- Matching criteria:
  - `wantsTheLead`
```js
a=>a.annualIncome>=1e5
```
- API: async, enabled

### FacetWealth100kTo250k

Placements:

- Position 2 · $100k – $250k (`FROM_100_TO_250K`) · PRIORITY
  - Full bucket: [1. nerdwallet-wealth-partners, 2. facet-wealth]

#### Config
- Caps: $45,000 / month
- Matching criteria:
  - `wantsTheLead` _(overridden by bucketWantsTheLead)_
```js
a=>a.annualIncome>=1e5
```
  - `bucketWantsTheLead`
```js
a=>{let b=a.age>=26&&a.age<=64,c=a.annualIncome>=1e5;return b&&c}
```
- API: async, enabled


## Falcon Wealth

- slug: `falcon-wealth`
- buyerId: `7f9f26d6-cd16-11ef-8244-4fbaeee73d64`

### Payouts by range

- Under $100k: 1x $13 · 2x $13 · 3x $13 (partner)
- $100k – $250k: 1x $50 · 2x $50 · 3x $50 (partner)
- $250k – $500k: 1x $150 · 2x $150 · 3x $150 (partner)
- $500k – $1M: 1x $288 · 2x $288 · 3x $288 (partner)
- Over $1M: 1x $575 · 2x $575 · 3x $575 (partner)

#### Base config
- Caps: $25,000 / month; $576 / day
- Matching criteria:
  - `afterMatch`
```js
a => !(a.length < 3) || (console.info("Minimum number of buyers not reached, removing Falcon Wealth from the list of buyers"), false)
```
- API: async, enabled
- Calendar: CALENDLY

### FalconWealth250kTo500k

Placements:

- Position 1 · $250k – $500k (`FROM_250_TO_500K`) · STANDARD
  - Full bucket: [1. falcon-wealth, 2. pure-financial-advisors]

#### Config
- Caps: $25,000 / month; $576 / day
- Bucket caps: $10,000 / month
- Matching criteria:
  - `afterMatch`
```js
a => !(a.length < 3) || (console.info("Minimum number of buyers not reached, removing Falcon Wealth from the list of buyers"), false)
```
- API: async, enabled
- Calendar: CALENDLY

### FalconWealth500kTo1m

Placements:

- Position 2 · $500k – $1M (`FROM_500K_TO_1M`) · MEDIUM
  - Full bucket: [1. pure-financial-advisors, 2. falcon-wealth]

#### Config
- Caps: $25,000 / month; $576 / day
- Bucket caps: $15,000 / month
- Matching criteria:
  - `afterMatch`
```js
a => !(a.length < 3) || (console.info("Minimum number of buyers not reached, removing Falcon Wealth from the list of buyers"), false)
```
- API: async, enabled
- Calendar: CALENDLY


## Fruitful

- slug: `fruitful`
- buyerId: `baa39236-23f4-11f1-abf3-432c2cd53092`

### Payouts by range

- Under $100k: 1x $0 · 2x $0 · 3x $0 (partner)
- $100k – $250k: 1x $0 · 2x $0 · 3x $0 (partner)
- $250k – $500k: 1x $0 · 2x $0 · 3x $0 (partner)
- $500k – $1M: 1x $0 · 2x $0 · 3x $0 (partner)
- Over $1M: 1x $0 · 2x $0 · 3x $0 (partner)

#### Base config

### base partner placement

Placements:

- Position 3 · Under $100k (`UNDER_100K`) · FILL_IN
  - Full bucket: [1. nerdwallet-coach, 2. origin-financial, 3. fruitful, 4. my-budget-coach, 5. sofi, 6. robinhood]

#### Config

### FruitfulFrom100To250kFillIn

Placements:

- Position 2 · $100k – $250k (`FROM_100_TO_250K`) · FILL_IN
  - Full bucket: [1. retirable, 2. fruitful]

#### Config
- Matching criteria:
  - `bucketWantsTheLead`
```js
({partnersMatched:a})=>a.some(a=>a.id===h.Dh.FacetWealth)
```


## Hb Wealth

- slug: `hb-wealth`
- buyerId: `27c34a94-f634-11f0-8360-3763e3c16224`

### Payouts by range

- Under $100k: 1x $25 · 2x $19 · 3x $13 (default)
- $100k – $250k: 1x $75 · 2x $50 · 3x $38 (default)
- $250k – $500k: 1x $300 · 2x $225 · 3x $150 (default)
- $500k – $1M: 1x $575 · 2x $431 · 3x $288 (default)
- Over $1M: 1x $1150 · 2x $863 · 3x $575 (default)

#### Base config
- Caps: $10,000 / month
- Geo: states GA
- API: async, enabled
- Calendar: OUTLOOK

### HBWealthOver1mPriority

Placements:

- Position 1 · Over $1M (`OVER_1M`) · HIGHEST
  - Full bucket: [1. hb-wealth, 2. prime-capital, 3. edelman-financial-engines, 4. stratos-private-wealth, 5. carson, 6. mariner-wealth-advisors, 7. nerdwallet-wealth-partners]

#### Config
- Caps: $10,000 / month
- Geo: states GA
- API: async, enabled
- Calendar: OUTLOOK


## Mariner Wealth Advisors

- slug: `mariner-wealth-advisors`
- buyerId: `fc897b02-35c6-11ef-a4aa-475aab9d7e94`

### Payouts by range

- Under $100k: 1x $25 · 2x $19 · 3x $13 (default)
- $100k – $250k: 1x $75 · 2x $50 · 3x $38 (default)
- $250k – $500k: 1x $300 · 2x $225 · 3x $150 (default)
- $500k – $1M: 1x $575 · 2x $431 · 3x $288 (default)
- Over $1M: 1x $1150 · 2x $863 · 3x $575 (default)

#### Base config
- Caps: $160,000 / month
- Matching criteria:
  - `wantsTheLead`
```js
({utmSource:a})=>a?.toLowerCase()!=="zeta"
```
- Excluded (partner): zoe
- Can match with (partner): allworth-financial, benchmark, carson, clark-wealth-partners, craftwork-capital, creative-planning, dash-investments, domain-money, edelman-financial-engines, empower, facet-wealth, falcon-wealth, fisher-investments, fruitful, future-you, GCG, green-up-low, greenup, harness-wealth, hb-wealth, maia-wealth, merit-financial-advisors, mission-wealth, modern-wealth-management, my-budget-coach, nerdwallet-coach, nerdwallet-coach-smb, nerdwallet-wealth-partners, origin-financial, pcm-encore, prime-capital, pure-financial-advisors, range-financial, retirable, robinhood, rpoa, sofi, stratos-private-wealth, tvamp, vanguard, wealth-enhancement-group, zoe-redirect
- API: async, enabled
- Calendar: ZOOM

### Mariner500kTo1m

Placements:

- Position 2 · $500k – $1M (`FROM_500K_TO_1M`) · PRIORITY
  - Full bucket: [1. modern-wealth-management, 2. mariner-wealth-advisors, 3. nerdwallet-wealth-partners]

#### Config
- Caps: $160,000 / month
- Bucket caps: $27,000 / month
- Matching criteria:
  - `wantsTheLead`
```js
({utmSource:a})=>a?.toLowerCase()!=="zeta"
```
- Excluded (partner): zoe
- Can match with (partner): allworth-financial, benchmark, carson, clark-wealth-partners, craftwork-capital, creative-planning, dash-investments, domain-money, edelman-financial-engines, empower, facet-wealth, falcon-wealth, fisher-investments, fruitful, future-you, GCG, green-up-low, greenup, harness-wealth, hb-wealth, maia-wealth, merit-financial-advisors, mission-wealth, modern-wealth-management, my-budget-coach, nerdwallet-coach, nerdwallet-coach-smb, nerdwallet-wealth-partners, origin-financial, pcm-encore, prime-capital, pure-financial-advisors, range-financial, retirable, robinhood, rpoa, sofi, stratos-private-wealth, tvamp, vanguard, wealth-enhancement-group, zoe-redirect
- API: async, enabled
- Calendar: ZOOM

### MarinerOver1m

Placements:

- Position 6 · Over $1M (`OVER_1M`) · HIGHEST
  - Full bucket: [1. hb-wealth, 2. prime-capital, 3. edelman-financial-engines, 4. stratos-private-wealth, 5. carson, 6. mariner-wealth-advisors, 7. nerdwallet-wealth-partners]

#### Config
- Caps: $160,000 / month
- Bucket caps: $133,000 / month
- Matching criteria:
  - `wantsTheLead`
```js
({utmSource:a})=>a?.toLowerCase()!=="zeta"
```
- Excluded (partner): zoe
- Can match with (partner): allworth-financial, benchmark, carson, clark-wealth-partners, craftwork-capital, creative-planning, dash-investments, domain-money, edelman-financial-engines, empower, facet-wealth, falcon-wealth, fisher-investments, fruitful, future-you, GCG, green-up-low, greenup, harness-wealth, hb-wealth, maia-wealth, merit-financial-advisors, mission-wealth, modern-wealth-management, my-budget-coach, nerdwallet-coach, nerdwallet-coach-smb, nerdwallet-wealth-partners, origin-financial, pcm-encore, prime-capital, pure-financial-advisors, range-financial, retirable, robinhood, rpoa, sofi, stratos-private-wealth, tvamp, vanguard, wealth-enhancement-group, zoe-redirect
- API: async, enabled
- Calendar: ZOOM


## Mission Wealth

- slug: `mission-wealth`
- buyerId: `a3bb2fe0-2181-11f1-8ad0-4fdce6c93982`

### Payouts by range

- Under $100k: 1x $25 · 2x $19 · 3x $13 (default)
- $100k – $250k: 1x $75 · 2x $50 · 3x $38 (default)
- $250k – $500k: 1x $300 · 2x $225 · 3x $150 (default)
- $500k – $1M: 1x $575 · 2x $431 · 3x $288 (default)
- Over $1M: 1x $1150 · 2x $863 · 3x $575 (default)

#### Base config
- Caps: $10,000 / month; $2,400 / day
- Matching criteria:
  - `wantsTheLead`
```js
a=>al(a.timestamp??k()())
```
- Excluded (partner): wealth-enhancement-group, zoe
- Can match with (partner): allworth-financial, benchmark, carson, clark-wealth-partners, craftwork-capital, creative-planning, dash-investments, domain-money, edelman-financial-engines, empower, facet-wealth, falcon-wealth, fisher-investments, fruitful, future-you, GCG, green-up-low, greenup, harness-wealth, hb-wealth, maia-wealth, mariner-wealth-advisors, merit-financial-advisors, modern-wealth-management, my-budget-coach, nerdwallet-coach, nerdwallet-coach-smb, nerdwallet-wealth-partners, origin-financial, pcm-encore, prime-capital, pure-financial-advisors, range-financial, retirable, robinhood, rpoa, sofi, stratos-private-wealth, tvamp, vanguard, zoe-redirect
- API: async, enabled
- Calendar: CALENDLY

### base partner placement

Placements:

- Position 2 · Over $1M (`OVER_1M`) · MEDIUM
  - Full bucket: [1. allworth-financial, 2. mission-wealth, 3. pure-financial-advisors, 4. pcm-encore, 5. tvamp]

#### Config
- Caps: $10,000 / month; $2,400 / day
- Matching criteria:
  - `wantsTheLead`
```js
a=>al(a.timestamp??k()())
```
- Excluded (partner): wealth-enhancement-group, zoe
- Can match with (partner): allworth-financial, benchmark, carson, clark-wealth-partners, craftwork-capital, creative-planning, dash-investments, domain-money, edelman-financial-engines, empower, facet-wealth, falcon-wealth, fisher-investments, fruitful, future-you, GCG, green-up-low, greenup, harness-wealth, hb-wealth, maia-wealth, mariner-wealth-advisors, merit-financial-advisors, modern-wealth-management, my-budget-coach, nerdwallet-coach, nerdwallet-coach-smb, nerdwallet-wealth-partners, origin-financial, pcm-encore, prime-capital, pure-financial-advisors, range-financial, retirable, robinhood, rpoa, sofi, stratos-private-wealth, tvamp, vanguard, zoe-redirect
- API: async, enabled
- Calendar: CALENDLY


## Modern Wealth Management

- slug: `modern-wealth-management`
- buyerId: `9693ff52-35c6-11ef-b5e9-ef13e0eda3ff`

### Payouts by range

- Under $100k: 1x $25 · 2x $19 · 3x $13 (default)
- $100k – $250k: 1x $75 · 2x $50 · 3x $38 (default)
- $250k – $500k: 1x $300 · 2x $225 · 3x $150 (default)
- $500k – $1M: 1x $575 · 2x $431 · 3x $288 (default)
- Over $1M: 1x $1150 · 2x $863 · 3x $575 (default)

#### Base config
- Caps: $100,000 / month; $25,000 / week
- Excluded (partner): zoe
- Can match with (partner): allworth-financial, benchmark, carson, clark-wealth-partners, craftwork-capital, creative-planning, dash-investments, domain-money, edelman-financial-engines, empower, facet-wealth, falcon-wealth, fisher-investments, fruitful, future-you, GCG, green-up-low, greenup, harness-wealth, hb-wealth, maia-wealth, mariner-wealth-advisors, merit-financial-advisors, mission-wealth, my-budget-coach, nerdwallet-coach, nerdwallet-coach-smb, nerdwallet-wealth-partners, origin-financial, pcm-encore, prime-capital, pure-financial-advisors, range-financial, retirable, robinhood, rpoa, sofi, stratos-private-wealth, tvamp, vanguard, wealth-enhancement-group, zoe-redirect
- API: async, enabled
- Calendar: OUTLOOK

### base partner placement

Placements:

- Position 2 · Over $1M (`OVER_1M`) · PRIORITY
  - Full bucket: [1. zoe, 2. modern-wealth-management, 3. range-financial, 4. wealth-enhancement-group]

#### Config
- Caps: $100,000 / month; $25,000 / week
- Excluded (partner): zoe
- Can match with (partner): allworth-financial, benchmark, carson, clark-wealth-partners, craftwork-capital, creative-planning, dash-investments, domain-money, edelman-financial-engines, empower, facet-wealth, falcon-wealth, fisher-investments, fruitful, future-you, GCG, green-up-low, greenup, harness-wealth, hb-wealth, maia-wealth, mariner-wealth-advisors, merit-financial-advisors, mission-wealth, my-budget-coach, nerdwallet-coach, nerdwallet-coach-smb, nerdwallet-wealth-partners, origin-financial, pcm-encore, prime-capital, pure-financial-advisors, range-financial, retirable, robinhood, rpoa, sofi, stratos-private-wealth, tvamp, vanguard, wealth-enhancement-group, zoe-redirect
- API: async, enabled
- Calendar: OUTLOOK

### ModernWealthManagementFrom500kTo1m

Placements:

- Position 1 · $500k – $1M (`FROM_500K_TO_1M`) · PRIORITY
  - Full bucket: [1. modern-wealth-management, 2. mariner-wealth-advisors, 3. nerdwallet-wealth-partners]

#### Config
- Caps: $100,000 / month; $25,000 / week
- Excluded (partner): zoe
- Can match with (partner): allworth-financial, benchmark, carson, clark-wealth-partners, craftwork-capital, creative-planning, dash-investments, domain-money, edelman-financial-engines, empower, facet-wealth, falcon-wealth, fisher-investments, fruitful, future-you, GCG, green-up-low, greenup, harness-wealth, hb-wealth, maia-wealth, mariner-wealth-advisors, merit-financial-advisors, mission-wealth, my-budget-coach, nerdwallet-coach, nerdwallet-coach-smb, nerdwallet-wealth-partners, origin-financial, pcm-encore, prime-capital, pure-financial-advisors, range-financial, retirable, robinhood, rpoa, sofi, stratos-private-wealth, tvamp, vanguard, wealth-enhancement-group, zoe-redirect
- API: async, enabled
- Calendar: OUTLOOK


## My Budget Coach

- slug: `my-budget-coach`
- buyerId: `2ecc4814-3530-11f1-85ea-dbb0b4c6f6d1`

### Payouts by range

- Under $100k: 1x $0 · 2x $0 · 3x $0 (partner)
- $100k – $250k: 1x $0 · 2x $0 · 3x $0 (partner)
- $250k – $500k: 1x $0 · 2x $0 · 3x $0 (partner)
- $500k – $1M: 1x $0 · 2x $0 · 3x $0 (partner)
- Over $1M: 1x $0 · 2x $0 · 3x $0 (partner)

#### Base config

### base partner placement

Placements:

- Position 4 · Under $100k (`UNDER_100K`) · FILL_IN
  - Full bucket: [1. nerdwallet-coach, 2. origin-financial, 3. fruitful, 4. my-budget-coach, 5. sofi, 6. robinhood]

#### Config


## Nerdwallet Coach

- slug: `nerdwallet-coach`
- buyerId: `928530e4-c6a7-11ef-a027-777f10a7c595`

### Payouts by range

- Under $100k: 1x $0 · 2x $0 · 3x $0 (partner)
- $100k – $250k: 1x $0 · 2x $0 · 3x $0 (partner)
- $250k – $500k: 1x $0 · 2x $0 · 3x $0 (partner)
- $500k – $1M: 1x $0 · 2x $0 · 3x $0 (partner)
- Over $1M: 1x $0 · 2x $0 · 3x $0 (partner)

#### Base config

### base partner placement

Placements:

- Position 1 · Under $100k (`UNDER_100K`) · FILL_IN
  - Full bucket: [1. nerdwallet-coach, 2. origin-financial, 3. fruitful, 4. my-budget-coach, 5. sofi, 6. robinhood]
- Position 1 · $100k – $250k (`FROM_100_TO_250K`) · FALL_BACK
  - Full bucket: [1. nerdwallet-coach]

#### Config


## Nerdwallet Wealth Partners

- slug: `nerdwallet-wealth-partners`
- buyerId: `1470ea94-40b5-11f0-a249-137c936106c9`

### Payouts by range

- Under $100k: 1x $25 · 2x $19 · 3x $13 (partner)
- $100k – $250k: 1x $75 · 2x $50 · 3x $38 (partner)
- $250k – $500k: 1x $300 · 2x $225 · 3x $150 (partner)
- $500k – $1M: 1x $575 · 2x $431 · 3x $288 (partner)
- Over $1M: 1x $1150 · 2x $863 · 3x $575 (partner)

#### Base config
- Caps: 130 leads / day
- Matching criteria:
  - `wantsTheLead`
```js
({age:a, annualIncome:b, investableAssetsRange:c}) => {
  let d=c === av.II.FROM_250_TO_500K || c === av.II.FROM_500K_TO_1M || c === av.II.OVER_1M;
  return (!(a > 65) || !d) && b >= 1e5
}
```
  - `shouldBypassCaps`
```js
({utmSource:a})=>"nerdwallet-app"===a
```
- Excluded (partner): allworth-financial, benchmark, carson, clark-wealth-partners, craftwork-capital, creative-planning, dash-investments, domain-money, edelman-financial-engines, empower, facet-wealth, falcon-wealth, fisher-investments, fruitful, future-you, GCG, green-up-low, greenup, harness-wealth, hb-wealth, maia-wealth, mariner-wealth-advisors, merit-financial-advisors, mission-wealth, modern-wealth-management, my-budget-coach, nerdwallet-coach, nerdwallet-coach-smb, origin-financial, pcm-encore, prime-capital, pure-financial-advisors, retirable, robinhood, rpoa, sofi, stratos-private-wealth, tvamp, vanguard, zoe-redirect
- Can match with (partner): range-financial, wealth-enhancement-group, zoe
- API: async, enabled

### NerdWalletWealthPartners500kTo1m

Placements:

- Position 3 · $500k – $1M (`FROM_500K_TO_1M`) · PRIORITY
  - Full bucket: [1. modern-wealth-management, 2. mariner-wealth-advisors, 3. nerdwallet-wealth-partners]

#### Config
- Caps: 130 leads / day
- Bucket caps: 15 leads / day
- Matching criteria:
  - `wantsTheLead`
```js
({age:a, annualIncome:b, investableAssetsRange:c}) => {
  let d=c === av.II.FROM_250_TO_500K || c === av.II.FROM_500K_TO_1M || c === av.II.OVER_1M;
  return (!(a > 65) || !d) && b >= 1e5
}
```
  - `shouldBypassCaps`
```js
({utmSource:a})=>"nerdwallet-app"===a
```
- Excluded (partner): allworth-financial, benchmark, carson, clark-wealth-partners, craftwork-capital, creative-planning, dash-investments, domain-money, edelman-financial-engines, empower, facet-wealth, falcon-wealth, fisher-investments, fruitful, future-you, GCG, green-up-low, greenup, harness-wealth, hb-wealth, maia-wealth, mariner-wealth-advisors, merit-financial-advisors, mission-wealth, modern-wealth-management, my-budget-coach, nerdwallet-coach, nerdwallet-coach-smb, origin-financial, pcm-encore, prime-capital, pure-financial-advisors, retirable, robinhood, rpoa, sofi, stratos-private-wealth, tvamp, vanguard, zoe-redirect
- Can match with (partner): range-financial, wealth-enhancement-group, zoe
- API: async, enabled

### NerdWalletWealthPartnersOver1MPriority

Placements:

- Position 7 · Over $1M (`OVER_1M`) · HIGHEST
  - Full bucket: [1. hb-wealth, 2. prime-capital, 3. edelman-financial-engines, 4. stratos-private-wealth, 5. carson, 6. mariner-wealth-advisors, 7. nerdwallet-wealth-partners]

#### Config
- Caps: 130 leads / day
- Bucket caps: 12 leads / day
- Matching criteria:
  - `wantsTheLead`
```js
({age:a, annualIncome:b, investableAssetsRange:c}) => {
  let d=c === av.II.FROM_250_TO_500K || c === av.II.FROM_500K_TO_1M || c === av.II.OVER_1M;
  return (!(a > 65) || !d) && b >= 1e5
}
```
  - `shouldBypassCaps`
```js
({utmSource:a})=>"nerdwallet-app"===a
```
- Excluded (partner): allworth-financial, benchmark, carson, clark-wealth-partners, craftwork-capital, creative-planning, dash-investments, domain-money, edelman-financial-engines, empower, facet-wealth, falcon-wealth, fisher-investments, fruitful, future-you, GCG, green-up-low, greenup, harness-wealth, hb-wealth, maia-wealth, mariner-wealth-advisors, merit-financial-advisors, mission-wealth, modern-wealth-management, my-budget-coach, nerdwallet-coach, nerdwallet-coach-smb, origin-financial, pcm-encore, prime-capital, pure-financial-advisors, retirable, robinhood, rpoa, sofi, stratos-private-wealth, tvamp, vanguard, zoe-redirect
- Can match with (partner): range-financial, wealth-enhancement-group, zoe
- API: async, enabled

### NerdWalletWealthPartnersUncapped

Placements:

- Position 2 · $250k – $500k (`FROM_250_TO_500K`) · FALL_BACK
  - Full bucket: [1. zoe, 2. nerdwallet-wealth-partners]
- Position 2 · $500k – $1M (`FROM_500K_TO_1M`) · FALL_BACK
  - Full bucket: [1. zoe, 2. nerdwallet-wealth-partners]
- Position 1 · Over $1M (`OVER_1M`) · FILL_IN
  - Full bucket: [1. nerdwallet-wealth-partners, 2. zoe]
- Position 2 · Over $1M (`OVER_1M`) · FALL_BACK
  - Full bucket: [1. zoe, 2. nerdwallet-wealth-partners]

#### Config
- Matching criteria:
  - `wantsTheLead`
```js
({age:a, annualIncome:b, investableAssetsRange:c}) => {
  let d=c === av.II.FROM_250_TO_500K || c === av.II.FROM_500K_TO_1M || c === av.II.OVER_1M;
  return (!(a > 65) || !d) && b >= 1e5
}
```
  - `shouldBypassCaps`
```js
({utmSource:a})=>"nerdwallet-app"===a
```
- Excluded (partner): allworth-financial, benchmark, carson, clark-wealth-partners, craftwork-capital, creative-planning, dash-investments, domain-money, edelman-financial-engines, empower, facet-wealth, falcon-wealth, fisher-investments, fruitful, future-you, GCG, green-up-low, greenup, harness-wealth, hb-wealth, maia-wealth, mariner-wealth-advisors, merit-financial-advisors, mission-wealth, modern-wealth-management, my-budget-coach, nerdwallet-coach, nerdwallet-coach-smb, origin-financial, pcm-encore, prime-capital, pure-financial-advisors, retirable, robinhood, rpoa, sofi, stratos-private-wealth, tvamp, vanguard, zoe-redirect
- Can match with (partner): range-financial, wealth-enhancement-group, zoe
- API: async, enabled

### NerdWalletWealthPartnersUnder100k

Placements:

- Position 1 · Under $100k (`UNDER_100K`) · HIGHEST
  - Full bucket: [1. nerdwallet-wealth-partners]

#### Config
- Caps: 130 leads / day
- Bucket caps: 55 leads / day
- Matching criteria:
  - `wantsTheLead`
```js
({age:a, annualIncome:b, investableAssetsRange:c}) => {
  let d=c === av.II.FROM_250_TO_500K || c === av.II.FROM_500K_TO_1M || c === av.II.OVER_1M;
  return (!(a > 65) || !d) && b >= 1e5
}
```
  - `shouldBypassCaps`
```js
({utmSource:a})=>"nerdwallet-app"===a
```
- Excluded (bucket): allworth-financial, benchmark, carson, clark-wealth-partners, craftwork-capital, creative-planning, dash-investments, domain-money, edelman-financial-engines, empower, falcon-wealth, fisher-investments, fruitful, future-you, GCG, green-up-low, greenup, harness-wealth, hb-wealth, maia-wealth, mariner-wealth-advisors, merit-financial-advisors, mission-wealth, modern-wealth-management, my-budget-coach, nerdwallet-coach-smb, origin-financial, pcm-encore, prime-capital, pure-financial-advisors, range-financial, retirable, robinhood, rpoa, sofi, stratos-private-wealth, tvamp, vanguard, wealth-enhancement-group, zoe, zoe-redirect
- Can match with (bucket): facet-wealth, nerdwallet-coach
- API: async, enabled

### NerdWalletWealthPartnersUnder500k

Placements:

- Position 1 · $100k – $250k (`FROM_100_TO_250K`) · PRIORITY
  - Full bucket: [1. nerdwallet-wealth-partners, 2. facet-wealth]
- Position 1 · $250k – $500k (`FROM_250_TO_500K`) · PRIORITY
  - Full bucket: [1. nerdwallet-wealth-partners]

#### Config
- Caps: 130 leads / day
- Matching criteria:
  - `wantsTheLead`
```js
({age:a, annualIncome:b, investableAssetsRange:c}) => {
  let d=c === av.II.FROM_250_TO_500K || c === av.II.FROM_500K_TO_1M || c === av.II.OVER_1M;
  return (!(a > 65) || !d) && b >= 1e5
}
```
  - `shouldBypassCaps`
```js
({utmSource:a})=>"nerdwallet-app"===a
```
- Excluded (bucket): none
- Can match with (bucket): all other partners
- API: async, enabled


## Origin Financial

- slug: `origin-financial`
- buyerId: `18966d9a-11b8-11f1-a112-4b24b5ebe15f`

### Payouts by range

- Under $100k: 1x $0 · 2x $0 · 3x $0 (partner)
- $100k – $250k: 1x $0 · 2x $0 · 3x $0 (partner)
- $250k – $500k: 1x $0 · 2x $0 · 3x $0 (partner)
- $500k – $1M: 1x $0 · 2x $0 · 3x $0 (partner)
- Over $1M: 1x $0 · 2x $0 · 3x $0 (partner)

#### Base config

### base partner placement

Placements:

- Position 2 · Under $100k (`UNDER_100K`) · FILL_IN
  - Full bucket: [1. nerdwallet-coach, 2. origin-financial, 3. fruitful, 4. my-budget-coach, 5. sofi, 6. robinhood]

#### Config


## Pcm Encore

- slug: `pcm-encore`
- buyerId: `8c95acc6-39b6-11f1-81c5-4b4c714ee9f6`

### Payouts by range

- Under $100k: 1x $300 · 2x $300 · 3x $300 (partner)
- $100k – $250k: 1x $300 · 2x $300 · 3x $300 (partner)
- $250k – $500k: 1x $300 · 2x $300 · 3x $300 (partner)
- $500k – $1M: 1x $300 · 2x $300 · 3x $300 (partner)
- Over $1M: 1x $300 · 2x $300 · 3x $300 (partner)

#### Base config
- **disabled**
- Caps: $20,900 / month
- Matching criteria:
  - `wantsTheLead`
```js
a=>a.age<75
```
  - `afterMatch`
```js
a=>a.length>=3
```
- API: async, enabled
- Calendar: CALENDLY

### base partner placement

Placements:

- Position 4 · Over $1M (`OVER_1M`) · MEDIUM
  - Full bucket: [1. allworth-financial, 2. mission-wealth, 3. pure-financial-advisors, 4. pcm-encore, 5. tvamp]

#### Config
- **disabled**
- Caps: $20,900 / month
- Matching criteria:
  - `wantsTheLead`
```js
a=>a.age<75
```
  - `afterMatch`
```js
a=>a.length>=3
```
- API: async, enabled
- Calendar: CALENDLY


## Prime Capital

- slug: `prime-capital`
- buyerId: `26eb4b4e-5837-11f0-a4de-1b032576f605`

### Payouts by range

- Under $100k: 1x $25 · 2x $19 · 3x $13 (default)
- $100k – $250k: 1x $75 · 2x $50 · 3x $38 (default)
- $250k – $500k: 1x $300 · 2x $225 · 3x $150 (default)
- $500k – $1M: 1x $575 · 2x $431 · 3x $288 (default)
- Over $1M: 1x $1150 · 2x $863 · 3x $575 (default)

#### Base config
- Caps: $15,000 / month
- Geo: states GA, CA, TX, CO, KS, NV, ND, AR
- API: async, enabled · frequency lead
- Calendar: HUBSPOT

### PrimeCapital500kTo1mStandard

Placements:

- Position 3 · $500k – $1M (`FROM_500K_TO_1M`) · HIGHEST
  - Full bucket: [1. domain-money, 2. edelman-financial-engines, 3. prime-capital, 4. range-financial, 5. carson, 6. zoe]

#### Config
- 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: HUBSPOT

### PrimeCapitalOver1mStandard

Placements:

- Position 2 · Over $1M (`OVER_1M`) · HIGHEST
  - Full bucket: [1. hb-wealth, 2. prime-capital, 3. edelman-financial-engines, 4. stratos-private-wealth, 5. carson, 6. mariner-wealth-advisors, 7. nerdwallet-wealth-partners]

#### Config
- 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: HUBSPOT


## Pure Financial Advisors

- slug: `pure-financial-advisors`
- buyerId: `cc47f184-6ee8-11ef-abee-fb28662aaa0a`

### Payouts by range

- Under $100k: 1x $25 · 2x $19 · 3x $13 (default)
- $100k – $250k: 1x $75 · 2x $50 · 3x $38 (default)
- $250k – $500k: 1x $300 · 2x $225 · 3x $150 (default)
- $500k – $1M: 1x $575 · 2x $431 · 3x $288 (default)
- Over $1M: 1x $1150 · 2x $863 · 3x $575 (default)

#### Base config
- Caps: $150,000 / month
- API: async, enabled
- Calendar: CALENDLY

### PureFinancial

Placements:

- Position 2 · $250k – $500k (`FROM_250_TO_500K`) · STANDARD
  - Full bucket: [1. falcon-wealth, 2. pure-financial-advisors]
- Position 1 · $500k – $1M (`FROM_500K_TO_1M`) · MEDIUM
  - Full bucket: [1. pure-financial-advisors, 2. falcon-wealth]
- Position 3 · Over $1M (`OVER_1M`) · MEDIUM
  - Full bucket: [1. allworth-financial, 2. mission-wealth, 3. pure-financial-advisors, 4. pcm-encore, 5. tvamp]

#### Config
- Caps: $150,000 / month
- API: async, enabled
- Calendar: CALENDLY


## Range Financial

- slug: `range-financial`
- buyerId: `2891d6a6-7def-11f0-93de-2372cf21c914`

### Payouts by range

- Under $100k: 1x $25 · 2x $19 · 3x $13 (default)
- $100k – $250k: 1x $75 · 2x $50 · 3x $38 (default)
- $250k – $500k: 1x $300 · 2x $225 · 3x $150 (default)
- $500k – $1M: 1x $300 · 2x $300 · 3x $300 (partner)
- Over $1M: 1x $300 · 2x $300 · 3x $300 (partner)

#### Base config
- Caps: $20,000 / month
- Matching criteria:
  - `wantsTheLead`
```js
({age:a,annualIncome:b})=>a>=35&&a<=55&&b>=25e4
```
  - `afterMatch`
```js
a => !(a.length < 3) || (console.info("Minimum number of buyers not reached, removing Range Financial from the list of buyers"), false)
```
- API: async, enabled

### RangeFinancial500kPlusStandard

Placements:

- Position 4 · $500k – $1M (`FROM_500K_TO_1M`) · HIGHEST
  - Full bucket: [1. domain-money, 2. edelman-financial-engines, 3. prime-capital, 4. range-financial, 5. carson, 6. zoe]
- Position 3 · Over $1M (`OVER_1M`) · PRIORITY
  - Full bucket: [1. zoe, 2. modern-wealth-management, 3. range-financial, 4. wealth-enhancement-group]

#### Config
- Caps: $20,000 / month
- Matching criteria:
  - `wantsTheLead`
```js
({age:a,annualIncome:b})=>a>=35&&a<=55&&b>=25e4
```
  - `afterMatch`
```js
a => !(a.length < 3) || (console.info("Minimum number of buyers not reached, removing Range Financial from the list of buyers"), false)
```
- API: async, enabled


## Retirable

- slug: `retirable`
- buyerId: `12930a5e-efb1-11ef-8b30-abd729daa42b`

### Payouts by range

- Under $100k: 1x $0 · 2x $0 · 3x $0 (partner)
- $100k – $250k: 1x $0 · 2x $0 · 3x $0 (partner)
- $250k – $500k: 1x $0 · 2x $0 · 3x $0 (partner)
- $500k – $1M: 1x $0 · 2x $0 · 3x $0 (partner)
- Over $1M: 1x $0 · 2x $0 · 3x $0 (partner)

#### Base config
- Matching criteria:
  - `wantsTheLead`
```js
a => a.age >= 50 && a.totalAUM+(a.householdCurrentRetirementAmount??0) >= 5e4 && a.totalAUM < 25e4
```
- Calendar: CALENDLY

### base partner placement

Placements:

- Position 2 · Under $100k (`UNDER_100K`) · STANDARD
  - Full bucket: [1. facet-wealth, 2. retirable]

#### Config
- Matching criteria:
  - `wantsTheLead`
```js
a => a.age >= 50 && a.totalAUM+(a.householdCurrentRetirementAmount??0) >= 5e4 && a.totalAUM < 25e4
```
- Calendar: CALENDLY

### Retirable100kTo250kFillIn

Placements:

- Position 1 · $100k – $250k (`FROM_100_TO_250K`) · FILL_IN
  - Full bucket: [1. retirable, 2. fruitful]
- Position 1 · $250k – $500k (`FROM_250_TO_500K`) · FILL_IN
  - Full bucket: [1. retirable]

#### Config
- Matching criteria:
  - `wantsTheLead` _(overridden by bucketWantsTheLead)_
```js
a => a.age >= 50 && a.totalAUM+(a.householdCurrentRetirementAmount??0) >= 5e4 && a.totalAUM < 25e4
```
  - `bucketWantsTheLead`
```js
({age:a})=>a>=50
```
- Calendar: CALENDLY


## Robinhood

- slug: `robinhood`
- buyerId: `35be633c-3a17-11f1-bd4a-bfb5b26d6ec0`

### Payouts by range

- Under $100k: 1x $0 · 2x $0 · 3x $0 (partner)
- $100k – $250k: 1x $0 · 2x $0 · 3x $0 (partner)
- $250k – $500k: 1x $0 · 2x $0 · 3x $0 (partner)
- $500k – $1M: 1x $0 · 2x $0 · 3x $0 (partner)
- Over $1M: 1x $0 · 2x $0 · 3x $0 (partner)

#### Base config

### base partner placement

Placements:

- Position 6 · Under $100k (`UNDER_100K`) · FILL_IN
  - Full bucket: [1. nerdwallet-coach, 2. origin-financial, 3. fruitful, 4. my-budget-coach, 5. sofi, 6. robinhood]

#### Config


## Sofi

- slug: `sofi`
- buyerId: `907417f4-3a8f-11f1-a5bb-6f8279c01464`

### Payouts by range

- Under $100k: 1x $0 · 2x $0 · 3x $0 (partner)
- $100k – $250k: 1x $0 · 2x $0 · 3x $0 (partner)
- $250k – $500k: 1x $0 · 2x $0 · 3x $0 (partner)
- $500k – $1M: 1x $0 · 2x $0 · 3x $0 (partner)
- Over $1M: 1x $0 · 2x $0 · 3x $0 (partner)

#### Base config

### base partner placement

Placements:

- Position 5 · Under $100k (`UNDER_100K`) · FILL_IN
  - Full bucket: [1. nerdwallet-coach, 2. origin-financial, 3. fruitful, 4. my-budget-coach, 5. sofi, 6. robinhood]

#### Config


## Stratos Private Wealth

- slug: `stratos-private-wealth`
- buyerId: `231489d8-90c1-11ef-aa0f-8b2de2702390`

### Payouts by range

- Under $100k: 1x $25 · 2x $19 · 3x $13 (default)
- $100k – $250k: 1x $75 · 2x $50 · 3x $38 (default)
- $250k – $500k: 1x $300 · 2x $225 · 3x $150 (default)
- $500k – $1M: 1x $575 · 2x $431 · 3x $288 (default)
- Over $1M: 1x $1150 · 2x $863 · 3x $575 (default)

#### Base config
- 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, benchmark, carson, clark-wealth-partners, craftwork-capital, creative-planning, dash-investments, domain-money, edelman-financial-engines, empower, facet-wealth, falcon-wealth, fisher-investments, fruitful, future-you, GCG, green-up-low, greenup, harness-wealth, hb-wealth, maia-wealth, mariner-wealth-advisors, merit-financial-advisors, mission-wealth, modern-wealth-management, my-budget-coach, nerdwallet-coach, nerdwallet-coach-smb, nerdwallet-wealth-partners, origin-financial, pcm-encore, prime-capital, pure-financial-advisors, range-financial, retirable, robinhood, rpoa, sofi, tvamp, vanguard, wealth-enhancement-group, zoe-redirect
- API: async, enabled
- Calendar: OUTLOOK

### Stratos

Placements:

- Position 4 · Over $1M (`OVER_1M`) · HIGHEST
  - Full bucket: [1. hb-wealth, 2. prime-capital, 3. edelman-financial-engines, 4. stratos-private-wealth, 5. carson, 6. mariner-wealth-advisors, 7. nerdwallet-wealth-partners]

#### Config
- 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, benchmark, carson, clark-wealth-partners, craftwork-capital, creative-planning, dash-investments, domain-money, edelman-financial-engines, empower, facet-wealth, falcon-wealth, fisher-investments, fruitful, future-you, GCG, green-up-low, greenup, harness-wealth, hb-wealth, maia-wealth, mariner-wealth-advisors, merit-financial-advisors, mission-wealth, modern-wealth-management, my-budget-coach, nerdwallet-coach, nerdwallet-coach-smb, nerdwallet-wealth-partners, origin-financial, pcm-encore, prime-capital, pure-financial-advisors, range-financial, retirable, robinhood, rpoa, sofi, tvamp, vanguard, wealth-enhancement-group, zoe-redirect
- API: async, enabled
- Calendar: OUTLOOK


## Tvamp

- slug: `tvamp`
- buyerId: `fe353bb2-39b6-11f1-a6d1-efcb73ca6760`

### Payouts by range

- Under $100k: 1x $25 · 2x $19 · 3x $13 (default)
- $100k – $250k: 1x $75 · 2x $50 · 3x $38 (default)
- $250k – $500k: 1x $300 · 2x $225 · 3x $150 (default)
- $500k – $1M: 1x $575 · 2x $431 · 3x $288 (default)
- Over $1M: 1x $1150 · 2x $863 · 3x $575 (default)

#### Base config
- Caps: $10,000 / month
- Matching criteria:
  - `afterMatch`
```js
a=>a.length>=3
```
- Geo: states AL, GA, TN
- API: async, enabled
- Calendar: CALENDLY

### base partner placement

Placements:

- Position 5 · Over $1M (`OVER_1M`) · MEDIUM
  - Full bucket: [1. allworth-financial, 2. mission-wealth, 3. pure-financial-advisors, 4. pcm-encore, 5. tvamp]

#### Config
- Caps: $10,000 / month
- Matching criteria:
  - `afterMatch`
```js
a=>a.length>=3
```
- Geo: states AL, GA, TN
- API: async, enabled
- Calendar: CALENDLY


## Wealth Enhancement Group

- slug: `wealth-enhancement-group`
- buyerId: `835e6e60-7957-11f0-a11d-47ff4849f9de`

### Payouts by range

- Under $100k: 1x $300 · 2x $300 · 3x $300 (partner)
- $100k – $250k: 1x $300 · 2x $300 · 3x $300 (partner)
- $250k – $500k: 1x $300 · 2x $300 · 3x $300 (partner)
- $500k – $1M: 1x $300 · 2x $300 · 3x $300 (partner)
- Over $1M: 1x $300 · 2x $300 · 3x $300 (partner)

#### Base config
- Caps: $220,000 / month
- Matching criteria:
  - `wantsTheLead`
```js
({age:a})=>a<=75
```
  - `afterMatch`
```js
a => !(a.length < 2) || (console.info("Minimum number of buyers not reached, removing Wealth Enhancement Group from the list of buyers", {buyerCount:a.length}), false)
```
- API: async, enabled
- Calendar: OUTLOOK

### base partner placement

Placements:

- Position 4 · Over $1M (`OVER_1M`) · PRIORITY
  - Full bucket: [1. zoe, 2. modern-wealth-management, 3. range-financial, 4. wealth-enhancement-group]

#### Config
- Caps: $220,000 / month
- Matching criteria:
  - `wantsTheLead`
```js
({age:a})=>a<=75
```
  - `afterMatch`
```js
a => !(a.length < 2) || (console.info("Minimum number of buyers not reached, removing Wealth Enhancement Group from the list of buyers", {buyerCount:a.length}), false)
```
- API: async, enabled
- Calendar: OUTLOOK


## Zoe

- slug: `zoe`
- buyerId: `f831977c-35c7-11f0-ad0f-7f1396de8122`

### Payouts by range

- Under $100k: 1x $80 · 2x $80 · 3x $80 (partner)
- $100k – $250k: 1x $80 · 2x $80 · 3x $80 (partner)
- $250k – $500k: 1x $130 · 2x $130 · 3x $113 (partner)
- $500k – $1M: 1x $249 · 2x $249 · 3x $216 (partner)
- Over $1M: 1x $500 · 2x $500 · 3x $431 (partner)

#### Base config
- marketplace
- Excluded (partner): allworth-financial, benchmark, carson, clark-wealth-partners, craftwork-capital, creative-planning, dash-investments, domain-money, edelman-financial-engines, empower, facet-wealth, fisher-investments, fruitful, future-you, GCG, green-up-low, greenup, harness-wealth, hb-wealth, maia-wealth, mariner-wealth-advisors, merit-financial-advisors, mission-wealth, modern-wealth-management, my-budget-coach, nerdwallet-coach, nerdwallet-coach-smb, origin-financial, pcm-encore, prime-capital, retirable, robinhood, rpoa, sofi, stratos-private-wealth, tvamp, vanguard, zoe-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

### ZoeFinancial

Placements:

- Position 2 · $250k – $500k (`FROM_250_TO_500K`) · HIGHEST
  - Full bucket: [1. domain-money, 2. zoe]
- Position 1 · $250k – $500k (`FROM_250_TO_500K`) · FALL_BACK
  - Full bucket: [1. zoe, 2. nerdwallet-wealth-partners]
- Position 6 · $500k – $1M (`FROM_500K_TO_1M`) · HIGHEST
  - Full bucket: [1. domain-money, 2. edelman-financial-engines, 3. prime-capital, 4. range-financial, 5. carson, 6. zoe]
- Position 1 · $500k – $1M (`FROM_500K_TO_1M`) · FALL_BACK
  - Full bucket: [1. zoe, 2. nerdwallet-wealth-partners]
- Position 1 · Over $1M (`OVER_1M`) · PRIORITY
  - Full bucket: [1. zoe, 2. modern-wealth-management, 3. range-financial, 4. wealth-enhancement-group]
- Position 1 · Over $1M (`OVER_1M`) · FALL_BACK
  - Full bucket: [1. zoe, 2. nerdwallet-wealth-partners]

#### Config
- marketplace
- Excluded (partner): allworth-financial, benchmark, carson, clark-wealth-partners, craftwork-capital, creative-planning, dash-investments, domain-money, edelman-financial-engines, empower, facet-wealth, fisher-investments, fruitful, future-you, GCG, green-up-low, greenup, harness-wealth, hb-wealth, maia-wealth, mariner-wealth-advisors, merit-financial-advisors, mission-wealth, modern-wealth-management, my-budget-coach, nerdwallet-coach, nerdwallet-coach-smb, origin-financial, pcm-encore, prime-capital, retirable, robinhood, rpoa, sofi, stratos-private-wealth, tvamp, vanguard, zoe-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

### ZoeFinancialNeedsAnotherBuyer

Placements:

- Position 2 · Over $1M (`OVER_1M`) · FILL_IN
  - Full bucket: [1. nerdwallet-wealth-partners, 2. zoe]

#### Config
- marketplace
- Matching criteria:
  - `bucketWantsTheLead`
```js
({partnersMatched:a}) => !(a.some(a => a.id === h.Dh.NerdWalletWealthPartners) && a.length > 1) && a.length >= 1
```
- Excluded (partner): allworth-financial, benchmark, carson, clark-wealth-partners, craftwork-capital, creative-planning, dash-investments, domain-money, edelman-financial-engines, empower, facet-wealth, fisher-investments, fruitful, future-you, GCG, green-up-low, greenup, harness-wealth, hb-wealth, maia-wealth, mariner-wealth-advisors, merit-financial-advisors, mission-wealth, modern-wealth-management, my-budget-coach, nerdwallet-coach, nerdwallet-coach-smb, origin-financial, pcm-encore, prime-capital, retirable, robinhood, rpoa, sofi, stratos-private-wealth, tvamp, vanguard, zoe-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