# Match Config Preview

> Read-only `MATCH_CONFIG` from `@nwa/partners` (code config only). Date-based caps use render time.
>
> Filters: view=by-range, range=FROM_250_TO_500K

## $250k – $500k

`FROM_250_TO_500K`

### Bucket overview

- **HIGHEST**: [domain-money, zoe]
- **PRIORITY**: [nerdwallet-wealth-partners]
- **MEDIUM**: []
- **STANDARD**: [falcon-wealth, pure-financial-advisors]
- **FILL_IN**: [retirable]
- **FALL_BACK**: [zoe, nerdwallet-wealth-partners]

### HIGHEST

#### Position 1: Domain Money (`Domain250kTo500kStandard`)

- Payout (default): 1x $300 · 2x $225 · 3x $150
- 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

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

- Payout (partner): 1x $130 · 2x $130 · 3x $113
- 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

### PRIORITY

#### Position 1: 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 === 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

### MEDIUM

_empty_

### STANDARD

#### Position 1: Falcon Wealth (`FalconWealth250kTo500k`)

- Payout (partner): 1x $150 · 2x $150 · 3x $150
- 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

#### Position 2: Pure Financial Advisors (`PureFinancial`)

- Payout (default): 1x $300 · 2x $225 · 3x $150
- Caps: $150,000 / month
- API: async, enabled
- Calendar: CALENDLY

### FILL_IN

#### Position 1: Retirable (`Retirable250To500kFallBack`)

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

### FALL_BACK

#### Position 1: Zoe (`ZoeFinancial`, marketplace)

- Payout (partner): 1x $130 · 2x $130 · 3x $113
- 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

#### 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 === 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