# Match Config Preview

> Matching-faithful caps/enabled (DB hard caps + code softCaps). Date-based TS caps use render time.
>
> Filters: view=by-range, range=FROM_500K_TO_1M

## $500k – $1M

`FROM_500K_TO_1M`

### Bucket overview

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

### STANDARD

#### Position 1: Carson (`Carson500kTo1m`)

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

#### Position 2: Edelman Financial Engines (`EdelmanFinancialEngines500kTo1m`)

- Payout (partner): 1x $575 · 2x $431 · 3x $245
- Matching criteria:
  - `wantsTheLead`
```js
({utmCampaign:a})=>"adv_mktg_paid_060926_meta_videos-p3_roas"!==a
```
- Excluded (partner): zoe
- Can match with (partner): allworth-financial, appleton-partners, benchmark, boldin, carson, clark-wealth-partners, craft-work-capital, creative-planning, dash-investments, domain-money, empower, ep-wealth, facet-wealth, falcon-wealth, fisher-investments, fruitful, future-you, gcg, green-up, green-up-low, harness-wealth, hb-wealth, madrid-wealth-management, maia-wealth, mariner-wealth-advisors, mercer-advisors, merit-financial-advisors, mission-wealth, modern-wealth-management, my-budget-coach, nerd-wallet-coach-smb, nerdwallet-coach, nerdwallet-wealth-partners, origin-financial, pcm-encore, perigon-wealth, prime-capital, pure-financial-advisors, range-financial, retirable, robinhood, rpoa, sofi, stratos-private-wealth, tvamp, vanguard, wealth-enhancement-group, zoe-financial-redirect
- API: async, enabled
- Calendar: EDELMAN

#### Position 3: Falcon Wealth (`FalconWealth500kTo1m`)

- Payout (partner): 1x $288 · 2x $288 · 3x $288
- Matching criteria:
  - `minBundleSize`
```js
3
```
- API: async, enabled
- Calendar: CALENDLY

#### Position 4: Mariner Wealth Advisors (`MarinerWealthAdvisors500kTo1m`)

- Payout (default): 1x $575 · 2x $431 · 3x $288
- Matching criteria:
  - `wantsTheLead`
```js
({utmSource:a})=>a?.toLowerCase()!=="zeta"
```
- Excluded (partner): zoe
- Can match with (partner): allworth-financial, appleton-partners, benchmark, boldin, carson, clark-wealth-partners, craft-work-capital, creative-planning, dash-investments, domain-money, edelman-financial-engines, empower, ep-wealth, facet-wealth, falcon-wealth, fisher-investments, fruitful, future-you, gcg, green-up, green-up-low, harness-wealth, hb-wealth, madrid-wealth-management, maia-wealth, mercer-advisors, merit-financial-advisors, mission-wealth, modern-wealth-management, my-budget-coach, nerd-wallet-coach-smb, nerdwallet-coach, nerdwallet-wealth-partners, origin-financial, pcm-encore, perigon-wealth, prime-capital, pure-financial-advisors, range-financial, retirable, robinhood, rpoa, sofi, stratos-private-wealth, tvamp, vanguard, wealth-enhancement-group, zoe-financial-redirect
- API: async, enabled
- Calendar: ZOOM

#### Position 5: Modern Wealth Management (`ModernWealthManagement500kTo1m`)

- Payout (default): 1x $575 · 2x $431 · 3x $288
- Excluded (partner): zoe
- Can match with (partner): allworth-financial, appleton-partners, benchmark, boldin, carson, clark-wealth-partners, craft-work-capital, creative-planning, dash-investments, domain-money, edelman-financial-engines, empower, ep-wealth, facet-wealth, falcon-wealth, fisher-investments, fruitful, future-you, gcg, green-up, green-up-low, harness-wealth, hb-wealth, madrid-wealth-management, maia-wealth, mariner-wealth-advisors, mercer-advisors, merit-financial-advisors, mission-wealth, my-budget-coach, nerd-wallet-coach-smb, nerdwallet-coach, nerdwallet-wealth-partners, origin-financial, pcm-encore, perigon-wealth, prime-capital, pure-financial-advisors, range-financial, retirable, robinhood, rpoa, sofi, stratos-private-wealth, tvamp, vanguard, wealth-enhancement-group, zoe-financial-redirect
- API: async, enabled
- Calendar: OUTLOOK

#### Position 6: Nerdwallet Wealth Partners (`NerdWalletWealthPartners500kTo1m`)

- Payout (partner): 1x $575 · 2x $431 · 3x $288
- Matching criteria:
  - `wantsTheLead`
```js
({age:a, annualIncome:b, investableAssetsRange:c}) => {
  let d=c === e.II.FROM_250_TO_500K || c === e.II.FROM_500K_TO_1M || c === e.II.OVER_1M;
  if (a > 65 && d) return false;
  let f=c === e.II.FROM_500K_TO_1M || c === e.II.OVER_1M;
  return b >= (c === e.II.UNDER_100K?2e5:f?5e4:1e5)
}
```
  - `shouldBypassCaps`
```js
({utmSource:a})=>"nerdwallet-app"===a
```
- Excluded (partner): allworth-financial, appleton-partners, benchmark, boldin, carson, clark-wealth-partners, craft-work-capital, creative-planning, dash-investments, domain-money, edelman-financial-engines, empower, ep-wealth, facet-wealth, falcon-wealth, fisher-investments, fruitful, future-you, gcg, green-up, green-up-low, harness-wealth, hb-wealth, madrid-wealth-management, maia-wealth, mariner-wealth-advisors, mercer-advisors, merit-financial-advisors, mission-wealth, modern-wealth-management, my-budget-coach, nerd-wallet-coach-smb, nerdwallet-coach, origin-financial, pcm-encore, perigon-wealth, prime-capital, pure-financial-advisors, retirable, robinhood, rpoa, sofi, stratos-private-wealth, tvamp, vanguard, zoe-financial-redirect
- Can match with (partner): range-financial, wealth-enhancement-group, zoe
- API: async, enabled

#### Position 7: Prime Capital (`PrimeCapital500kTo1m`)

- Payout (default): 1x $575 · 2x $431 · 3x $288
- Geo: states GA, CA, TX, CO, KS, NV, ND, AR
- API: async, enabled · frequency lead
- Calendar: ZOOM

#### Position 8: Pure Financial Advisors

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

#### Position 9: Range Financial (`RangeFinancial500kTo1m`)

- Payout (partner): 1x $300 · 2x $300 · 3x $300
- Matching criteria:
  - `wantsTheLead`
```js
({age:a,annualIncome:b})=>a>=35&&a<=55&&b>=25e4
```
  - `minBundleSize`
```js
3
```
- API: async, enabled

#### Position 10: Vanguard (`Vanguard500kTo1m`)

- Payout (partner): 1x $575 · 2x $431 · 3x $288
- API: async, enabled · frequency lead

#### Position 11: Zoe (marketplace)

- Payout (partner): 1x $249 · 2x $249 · 3x $216
- marketplace
- Caps: 30 leads / day (soft)
- Excluded (partner): allworth-financial, appleton-partners, benchmark, boldin, carson, clark-wealth-partners, craft-work-capital, creative-planning, dash-investments, domain-money, edelman-financial-engines, empower, ep-wealth, facet-wealth, fisher-investments, fruitful, future-you, gcg, green-up, green-up-low, harness-wealth, hb-wealth, madrid-wealth-management, maia-wealth, mariner-wealth-advisors, mercer-advisors, merit-financial-advisors, mission-wealth, modern-wealth-management, my-budget-coach, nerd-wallet-coach-smb, nerdwallet-coach, origin-financial, pcm-encore, perigon-wealth, prime-capital, retirable, robinhood, rpoa, sofi, stratos-private-wealth, tvamp, vanguard, zoe-financial-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

### ENHANCER

#### Position 1: 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 === e.II.FROM_250_TO_500K || c === e.II.FROM_500K_TO_1M || c === e.II.OVER_1M;
  if (a > 65 && d) return false;
  let f=c === e.II.FROM_500K_TO_1M || c === e.II.OVER_1M;
  return b >= (c === e.II.UNDER_100K?2e5:f?5e4:1e5)
}
```
  - `shouldBypassCaps`
```js
({utmSource:a})=>"nerdwallet-app"===a
```
- Excluded (partner): allworth-financial, appleton-partners, benchmark, boldin, carson, clark-wealth-partners, craft-work-capital, creative-planning, dash-investments, domain-money, edelman-financial-engines, empower, ep-wealth, facet-wealth, falcon-wealth, fisher-investments, fruitful, future-you, gcg, green-up, green-up-low, harness-wealth, hb-wealth, madrid-wealth-management, maia-wealth, mariner-wealth-advisors, mercer-advisors, merit-financial-advisors, mission-wealth, modern-wealth-management, my-budget-coach, nerd-wallet-coach-smb, nerdwallet-coach, origin-financial, pcm-encore, perigon-wealth, prime-capital, pure-financial-advisors, retirable, robinhood, rpoa, sofi, stratos-private-wealth, tvamp, vanguard, zoe-financial-redirect
- Can match with (partner): range-financial, wealth-enhancement-group, zoe
- API: async, enabled