# Match Config Preview

> Matching-faithful caps/enabled for `PARTNER_CAPS_SOURCE=code` (query override). Date-based TS caps use render time.
>
> Filters: view=by-partner, partner=nerdwallet-wealth-partners, source=code

## 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 (spent 0 / 130 (0%))
- Matching criteria:
  - `wantsTheLead`
```js
({age:a, annualIncome:b, investableAssetsRange:c}) => {
  let d=c === R.II.FROM_250_TO_500K || c === R.II.FROM_500K_TO_1M || c === R.II.OVER_1M;
  return (!(a > 65) || !d) && b >= (c === R.II.UNDER_100K?2e5:1e5)
}
```
  - `shouldBypassCaps`
```js
({utmSource:a})=>"nerdwallet-app"===a
```
- Excluded (partner): allworth-financial, benchmark, boldin, carson, clark-wealth-partners, craftwork-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-low, greenup, harness-wealth, hb-wealth, maia-wealth, mariner-wealth-advisors, mercer-advisors, merit-financial-advisors, mission-wealth, modern-wealth-management, my-budget-coach, nerdwallet-coach, nerdwallet-coach-smb, origin-financial, pcm-encore, perigon-wealth, 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 8 · $500k – $1M (`FROM_500K_TO_1M`) · STANDARD
  - Full bucket: [1. edelman-financial-engines, 2. prime-capital, 3. range-financial, 4. carson, 5. zoe, 6. modern-wealth-management, 7. mariner-wealth-advisors, 8. nerdwallet-wealth-partners, 9. pure-financial-advisors, 10. falcon-wealth]

#### Config
- Caps: 130 leads / day (spent 0 / 130 (0%))
- Bucket caps: 15 leads / day (spent 0 / 15 (0%))
- Matching criteria:
  - `wantsTheLead`
```js
({age:a, annualIncome:b, investableAssetsRange:c}) => {
  let d=c === R.II.FROM_250_TO_500K || c === R.II.FROM_500K_TO_1M || c === R.II.OVER_1M;
  return (!(a > 65) || !d) && b >= (c === R.II.UNDER_100K?2e5:1e5)
}
```
  - `shouldBypassCaps`
```js
({utmSource:a})=>"nerdwallet-app"===a
```
- Excluded (partner): allworth-financial, benchmark, boldin, carson, clark-wealth-partners, craftwork-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-low, greenup, harness-wealth, hb-wealth, maia-wealth, mariner-wealth-advisors, mercer-advisors, merit-financial-advisors, mission-wealth, modern-wealth-management, my-budget-coach, nerdwallet-coach, nerdwallet-coach-smb, origin-financial, pcm-encore, perigon-wealth, 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 8 · Over $1M (`OVER_1M`) · STANDARD
  - Full bucket: [1. hb-wealth, 2. prime-capital, 3. edelman-financial-engines, 4. ep-wealth, 5. stratos-private-wealth, 6. carson, 7. mariner-wealth-advisors, 8. nerdwallet-wealth-partners, 9. zoe, 10. modern-wealth-management, 11. range-financial, 12. wealth-enhancement-group, 13. allworth-financial, 14. falcon-wealth, 15. mercer-advisors, 16. mission-wealth, 17. pure-financial-advisors, 18. pcm-encore, 19. tvamp]

#### Config
- Caps: 130 leads / day (spent 0 / 130 (0%))
- Bucket caps: 12 leads / day (spent 0 / 12 (0%))
- Matching criteria:
  - `wantsTheLead`
```js
({age:a, annualIncome:b, investableAssetsRange:c}) => {
  let d=c === R.II.FROM_250_TO_500K || c === R.II.FROM_500K_TO_1M || c === R.II.OVER_1M;
  return (!(a > 65) || !d) && b >= (c === R.II.UNDER_100K?2e5:1e5)
}
```
  - `shouldBypassCaps`
```js
({utmSource:a})=>"nerdwallet-app"===a
```
- Excluded (partner): allworth-financial, benchmark, boldin, carson, clark-wealth-partners, craftwork-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-low, greenup, harness-wealth, hb-wealth, maia-wealth, mariner-wealth-advisors, mercer-advisors, merit-financial-advisors, mission-wealth, modern-wealth-management, my-budget-coach, nerdwallet-coach, nerdwallet-coach-smb, origin-financial, pcm-encore, perigon-wealth, 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`) · ENHANCER
  - Full bucket: [1. retirable, 2. nerdwallet-wealth-partners]
- Position 1 · $500k – $1M (`FROM_500K_TO_1M`) · ENHANCER
  - Full bucket: [1. nerdwallet-wealth-partners]
- Position 1 · Over $1M (`OVER_1M`) · ENHANCER
  - Full bucket: [1. nerdwallet-wealth-partners, 2. zoe]

#### Config
- Matching criteria:
  - `wantsTheLead`
```js
({age:a, annualIncome:b, investableAssetsRange:c}) => {
  let d=c === R.II.FROM_250_TO_500K || c === R.II.FROM_500K_TO_1M || c === R.II.OVER_1M;
  return (!(a > 65) || !d) && b >= (c === R.II.UNDER_100K?2e5:1e5)
}
```
  - `shouldBypassCaps`
```js
({utmSource:a})=>"nerdwallet-app"===a
```
- Excluded (partner): allworth-financial, benchmark, boldin, carson, clark-wealth-partners, craftwork-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-low, greenup, harness-wealth, hb-wealth, maia-wealth, mariner-wealth-advisors, mercer-advisors, merit-financial-advisors, mission-wealth, modern-wealth-management, my-budget-coach, nerdwallet-coach, nerdwallet-coach-smb, origin-financial, pcm-encore, perigon-wealth, 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`) · STANDARD
  - Full bucket: [1. nerdwallet-wealth-partners, 2. facet-wealth, 3. retirable]

#### Config
- Caps: 130 leads / day (spent 0 / 130 (0%))
- Bucket caps: 55 leads / day (spent 0 / 55 (0%))
- Matching criteria:
  - `wantsTheLead`
```js
({age:a, annualIncome:b, investableAssetsRange:c}) => {
  let d=c === R.II.FROM_250_TO_500K || c === R.II.FROM_500K_TO_1M || c === R.II.OVER_1M;
  return (!(a > 65) || !d) && b >= (c === R.II.UNDER_100K?2e5:1e5)
}
```
  - `shouldBypassCaps`
```js
({utmSource:a})=>"nerdwallet-app"===a
```
- Excluded (bucket): allworth-financial, benchmark, boldin, carson, clark-wealth-partners, craftwork-capital, creative-planning, dash-investments, domain-money, edelman-financial-engines, empower, ep-wealth, falcon-wealth, fisher-investments, fruitful, future-you, GCG, green-up-low, greenup, harness-wealth, hb-wealth, maia-wealth, mariner-wealth-advisors, mercer-advisors, merit-financial-advisors, mission-wealth, modern-wealth-management, my-budget-coach, nerdwallet-coach-smb, 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, zoe-redirect
- Can match with (bucket): facet-wealth, nerdwallet-coach
- API: async, enabled

### NerdWalletWealthPartnersUnder500k

Placements:

- Position 2 · $100k – $250k (`FROM_100_TO_250K`) · STANDARD
  - Full bucket: [1. domain-money, 2. nerdwallet-wealth-partners, 3. facet-wealth]
- Position 3 · $250k – $500k (`FROM_250_TO_500K`) · STANDARD
  - Full bucket: [1. domain-money, 2. zoe, 3. nerdwallet-wealth-partners, 4. falcon-wealth, 5. pure-financial-advisors]

#### Config
- Caps: 130 leads / day (spent 0 / 130 (0%))
- Matching criteria:
  - `wantsTheLead`
```js
({age:a, annualIncome:b, investableAssetsRange:c}) => {
  let d=c === R.II.FROM_250_TO_500K || c === R.II.FROM_500K_TO_1M || c === R.II.OVER_1M;
  return (!(a > 65) || !d) && b >= (c === R.II.UNDER_100K?2e5:1e5)
}
```
  - `shouldBypassCaps`
```js
({utmSource:a})=>"nerdwallet-app"===a
```
- Excluded (bucket): none
- Can match with (bucket): all other partners
- API: async, enabled