# 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_500K_TO_1M

## $500k – $1M

`FROM_500K_TO_1M`

### Bucket overview

- **HIGHEST**: [domain-money, edelman-financial-engines, prime-capital, range-financial, carson, zoe]
- **PRIORITY**: [modern-wealth-management, mariner-wealth-advisors, nerdwallet-wealth-partners]
- **MEDIUM**: [pure-financial-advisors, falcon-wealth]
- **STANDARD**: []
- **FILL_IN**: []
- **FALL_BACK**: [zoe, nerdwallet-wealth-partners]

### HIGHEST

#### Position 1: Domain Money (`Domain500kTo1mStandard`)

- Payout (default): 1x $575 · 2x $431 · 3x $288
- 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: Edelman Financial Engines (`EdelmanFrom500kTo1m`)

- Payout (default): 1x $575 · 2x $431 · 3x $288
- 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

#### Position 3: Prime Capital (`PrimeCapital500kTo1mStandard`)

- Payout (default): 1x $575 · 2x $431 · 3x $288
- 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

#### Position 4: Range Financial (`RangeFinancial500kPlusStandard`)

- Payout (partner): 1x $300 · 2x $300 · 3x $300
- 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

#### Position 5: Carson (`Carson500kTo1m`)

- Payout (default): 1x $575 · 2x $431 · 3x $288
- Caps: $50,000 / month
- Geo: states none · 7703 zips
- API: async, enabled
- Calendar: CALENDLY

#### Position 6: Zoe (`ZoeFinancial`, marketplace)

- Payout (partner): 1x $249 · 2x $249 · 3x $216
- 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: Modern Wealth Management (`ModernWealthManagementFrom500kTo1m`)

- Payout (default): 1x $575 · 2x $431 · 3x $288
- 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

#### Position 2: Mariner Wealth Advisors (`Mariner500kTo1m`)

- Payout (default): 1x $575 · 2x $431 · 3x $288
- 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

#### Position 3: Nerdwallet Wealth Partners (`NerdWalletWealthPartners500kTo1m`)

- Payout (partner): 1x $575 · 2x $431 · 3x $288
- 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

### MEDIUM

#### Position 1: Pure Financial Advisors (`PureFinancial`)

- Payout (default): 1x $575 · 2x $431 · 3x $288
- Caps: $150,000 / month
- API: async, enabled
- Calendar: CALENDLY

#### Position 2: Falcon Wealth (`FalconWealth500kTo1m`)

- Payout (partner): 1x $288 · 2x $288 · 3x $288
- 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

### STANDARD

_empty_

### FILL_IN

_empty_

### FALL_BACK

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

- Payout (partner): 1x $249 · 2x $249 · 3x $216
- 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 $575 · 2x $431 · 3x $288
- 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