# Match Config Preview

> Matching-faithful caps/enabled (DB hard caps + code softCaps). Date-based TS caps use render time.
>
> Filters: view=by-range, range=OVER_1M

## Over $1M

`OVER_1M`

### Bucket overview

- **STANDARD**: [allworth-financial, appleton-partners, carson, edelman-financial-engines, ep-wealth, falcon-wealth, fisher-investments, hb-wealth, madrid-wealth-management, mariner-wealth-advisors, mercer-advisors, mission-wealth, modern-wealth-management, nerdwallet-wealth-partners, perigon-wealth, prime-capital, pure-financial-advisors, range-financial, stratos-private-wealth, tvamp, vanguard, wealth-enhancement-group, zoe]
- **ENHANCER**: [nerdwallet-wealth-partners, zoe]

### STANDARD

#### Position 1: Allworth Financial

- Payout (partner): 1x $1150 · 2x $863 · 3x $575
- Matching criteria:
  - `wantsTheLead`
```js
({numberOfBuyers:a})=>a>2
```
  - `minBundleSize`
```js
3
```
- 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

#### Position 2: Appleton Partners (disabled)

- Payout (partner): 1x $350 · 2x $350 · 3x $350
- **disabled**
- API: async, enabled · frequency lead
- Calendar: CALENDLY

#### Position 3: Carson (`CarsonOver1m`)

- Payout (default): 1x $1150 · 2x $863 · 3x $575
- Geo: states none · 8348 zips
- API: async, enabled
- Calendar: CALENDLY

#### Position 4: Edelman Financial Engines (`EdelmanFinancialEnginesOver1m`)

- Payout (partner): 1x $1150 · 2x $863 · 3x $489
- 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 5: Ep Wealth

- Payout (partner): 1x $1150 · 2x $1150 · 3x $1150
- Caps: 2 leads / day (soft)
- Matching criteria:
  - `maxBundleSize`
```js
1
```
- Geo: states AZ, CO, ID, NM, UT
- Excluded (partner): all other partners
- Can match with (partner): none
- API: async, enabled

#### Position 6: Falcon Wealth (`FalconWealthOver1m`)

- Payout (partner): 1x $575 · 2x $575 · 3x $575
- Matching criteria:
  - `minBundleSize`
```js
3
```
- API: async, enabled
- Calendar: CALENDLY

#### Position 7: Fisher Investments

- Payout (partner): 1x $300 · 2x $300 · 3x $300
- Caps: 3 leads / day (soft)
- API: async, enabled

#### Position 8: Hb Wealth (`HBWealthOver1m`)

- Payout (default): 1x $1150 · 2x $863 · 3x $575
- Geo: states GA
- API: async, enabled
- Calendar: MICROSOFT_BOOKINGS

#### Position 9: Madrid Wealth Management (`MadridWealthManagementOver1m`)

- Payout (partner): 1x $1150 · 2x $863 · 3x $575
- Matching criteria:
  - `wantsTheLead`
```js
({utmContent:a})=>["Tax Strategies","TAX_STRATEGY"].includes(a||"")
```
- Geo: states none · 303 zips
- API: async, enabled · frequency lead

#### Position 10: Mariner Wealth Advisors (`MarinerWealthAdvisorsOver1m`)

- Payout (default): 1x $1150 · 2x $863 · 3x $575
- 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 11: Mercer Advisors

- Payout (partner): 1x $300 · 2x $300 · 3x $300
- API: async, enabled
- Calendar: CALENDLY

#### Position 12: Mission Wealth

- Payout (default): 1x $1150 · 2x $863 · 3x $575
- Matching criteria:
  - `wantsTheLead`
```js
a=>ac(a.timestamp??R()())
```
- Excluded (partner): wealth-enhancement-group, 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, 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, zoe-financial-redirect
- API: async, enabled
- Calendar: CALENDLY

#### Position 13: Modern Wealth Management

- Payout (default): 1x $1150 · 2x $863 · 3x $575
- 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 14: Nerdwallet Wealth Partners (`NerdWalletWealthPartnersOver1m`)

- Payout (partner): 1x $1150 · 2x $863 · 3x $575
- 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 15: Perigon Wealth

- Payout (partner): 1x $300 · 2x $300 · 3x $300
- Geo: states none · 2843 zips
- API: async, enabled

#### Position 16: Prime Capital (`PrimeCapitalOver1m`)

- Payout (default): 1x $1150 · 2x $863 · 3x $575
- Geo: states GA, CA, TX, CO, KS, NV, ND, AR
- API: async, enabled · frequency lead
- Calendar: ZOOM

#### Position 17: Pure Financial Advisors

- Payout (default): 1x $1150 · 2x $863 · 3x $575
- API: async, enabled
- Calendar: CALENDLY

#### Position 18: Range Financial (`RangeFinancialOver1m`)

- 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 19: Stratos Private Wealth

- Payout (default): 1x $1150 · 2x $863 · 3x $575
- 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, 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, nerdwallet-wealth-partners, origin-financial, pcm-encore, perigon-wealth, prime-capital, pure-financial-advisors, range-financial, retirable, robinhood, rpoa, sofi, tvamp, vanguard, wealth-enhancement-group, zoe-financial-redirect
- API: async, enabled
- Calendar: OUTLOOK

#### Position 20: Tvamp

- Payout (default): 1x $1150 · 2x $863 · 3x $575
- Matching criteria:
  - `minBundleSize`
```js
3
```
- Geo: states AL, GA, TN
- API: async, enabled
- Calendar: CALENDLY

#### Position 21: Vanguard (`VanguardOver1m`)

- Payout (partner): 1x $1150 · 2x $863 · 3x $575
- API: async, enabled · frequency lead

#### Position 22: Wealth Enhancement Group

- Payout (partner): 1x $300 · 2x $300 · 3x $300
- Matching criteria:
  - `wantsTheLead`
```js
({age:a})=>a<=75
```
  - `minBundleSize`
```js
2
```
- API: async, enabled
- Calendar: OUTLOOK

#### Position 23: Zoe (marketplace)

- Payout (partner): 1x $500 · 2x $500 · 3x $431
- 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 $1150 · 2x $863 · 3x $575
- 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 2: Zoe (`ZoeFinancialNeedsAnotherBuyer`, marketplace)

- Payout (partner): 1x $500 · 2x $500 · 3x $431
- marketplace
- Caps: 30 leads / day (soft)
- Matching criteria:
  - `pacingWantsTheLead`
```js
({partnersMatched:a}) => !(a.some(a => a.id === f.D.NerdWalletWealthPartners) && a.length > 1) && a.length >= 1
```
- 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