# Match Config Preview

> Matching-faithful caps/enabled for `PARTNER_CAPS_SOURCE=code` (query override). Date-based TS caps use render time.
>
> Filters: view=by-range, range=OVER_1M, source=code

> DB limits unavailable; showing code caps.

## Over $1M

`OVER_1M`

### Bucket overview

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

### STANDARD

#### Position 1: Hb Wealth (`HBWealthOver1mPriority`)

- Payout (default): 1x $1150 · 2x $863 · 3x $575
- Caps: $10,000 / month (spent $0 / $10,000 (0%))
- Geo: states GA
- API: async, enabled
- Calendar: MICROSOFT_BOOKINGS

#### Position 2: Prime Capital (`PrimeCapitalOver1mStandard`)

- Payout (default): 1x $1150 · 2x $863 · 3x $575
- Caps: $15,000 / month (spent $0 / $15,000 (0%))
- Bucket caps: $10,000 / month (spent $0 / $10,000 (0%))
- Geo: states GA, CA, TX, CO, KS, NV, ND, AR
- API: async, enabled · frequency lead
- Calendar: HUBSPOT

#### Position 3: Edelman Financial Engines (`EdelmanOver1m`)

- Payout (partner): 1x $1150 · 2x $863 · 3x $489
- Caps: $50,000 / month (spent $245 / $50,000 (0.5%)); $1,725 / day (spent $0 / $1,725 (0%)); $10,350 / week (spent $245 / $10,350 (2.4%))
- Bucket caps: $33,000 / month (spent $0 / $33,000 (0%))
- Matching criteria:
  - `wantsTheLead`
```js
({utmCampaign:a})=>"adv_mktg_paid_060926_meta_videos-p3_roas"!==a
```
- Excluded (partner): zoe
- Can match with (partner): allworth-financial, benchmark, boldin, carson, clark-wealth-partners, craftwork-capital, creative-planning, dash-investments, domain-money, 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, 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-redirect
- API: async, enabled
- Calendar: EDELMAN

#### Position 4: Ep Wealth (disabled)

- Payout (partner): 1x $1150 · 2x $1150 · 3x $1150
- **disabled**
- Caps: $50,000 / month (spent $0 / $50,000 (0%))
- Geo: states AZ, CO, ID, NM, UT
- Excluded (partner): all other partners
- Can match with (partner): none
- API: async, enabled

#### Position 5: Stratos Private Wealth (`Stratos`)

- Payout (default): 1x $1150 · 2x $863 · 3x $575
- Caps: $8,000 / month (spent $575 / $8,000 (7.2%))
- 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, 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, 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-redirect
- API: async, enabled
- Calendar: OUTLOOK

#### Position 6: Carson (`CarsonOver1m`)

- Payout (default): 1x $1150 · 2x $863 · 3x $575
- Caps: $50,000 / month (spent $0 / $50,000 (0%))
- Geo: states none · 8348 zips
- API: async, enabled
- Calendar: CALENDLY

#### Position 7: Mariner Wealth Advisors (`MarinerOver1m`)

- Payout (default): 1x $1150 · 2x $863 · 3x $575
- Caps: $180,000 / month (spent $1,438 / $180,000 (0.8%))
- Bucket caps: $153,000 / month (spent $1,150 / $153,000 (0.8%))
- Matching criteria:
  - `wantsTheLead`
```js
({utmSource:a})=>a?.toLowerCase()!=="zeta"
```
- Excluded (partner): zoe
- Can match with (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, mercer-advisors, merit-financial-advisors, mission-wealth, modern-wealth-management, my-budget-coach, nerdwallet-coach, nerdwallet-coach-smb, 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-redirect
- API: async, enabled
- Calendar: ZOOM

#### Position 8: Nerdwallet Wealth Partners (`NerdWalletWealthPartnersOver1MPriority`)

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

#### Position 9: Zoe (`ZoeFinancial`, marketplace)

- Payout (partner): 1x $500 · 2x $500 · 3x $431
- marketplace
- 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, 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, 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 10: Modern Wealth Management

- Payout (default): 1x $1150 · 2x $863 · 3x $575
- Caps: $100,000 / month (spent $288 / $100,000 (0.3%)); $25,000 / week (spent $288 / $25,000 (1.2%))
- Excluded (partner): zoe
- Can match with (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, my-budget-coach, nerdwallet-coach, nerdwallet-coach-smb, 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-redirect
- API: async, enabled
- Calendar: OUTLOOK

#### Position 11: Range Financial (`RangeFinancial500kPlusStandard`)

- Payout (partner): 1x $300 · 2x $300 · 3x $300
- Caps: $20,000 / month (spent $300 / $20,000 (1.5%))
- Matching criteria:
  - `wantsTheLead`
```js
({age:a,annualIncome:b})=>a>=35&&a<=55&&b>=25e4
```
  - `minBundleSize`
```js
3
```
- API: async, enabled

#### Position 12: Wealth Enhancement Group

- Payout (partner): 1x $300 · 2x $300 · 3x $300
- Caps: $220,000 / month (spent $0 / $220,000 (0%))
- Matching criteria:
  - `wantsTheLead`
```js
({age:a})=>a<=75
```
  - `minBundleSize`
```js
2
```
- API: async, enabled
- Calendar: OUTLOOK

#### Position 13: Allworth Financial

- Payout (partner): 1x $1150 · 2x $863 · 3x $575
- Caps: $40,000 / month (spent $575 / $40,000 (1.4%))
- 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 14: Falcon Wealth (`FalconWealthOver1m`)

- Payout (partner): 1x $575 · 2x $575 · 3x $575
- Caps: $25,000 / month (spent $725 / $25,000 (2.9%)); $576 / day (spent $0 / $576 (0%))
- Bucket caps: $5,000 / month (spent $575 / $5,000 (11.5%))
- Matching criteria:
  - `minBundleSize`
```js
3
```
- API: async, enabled
- Calendar: CALENDLY

#### Position 15: Mercer Advisors (disabled)

- Payout (partner): 1x $300 · 2x $300 · 3x $300
- **disabled**
- Caps: $30,000 / month (spent $0 / $30,000 (0%))
- API: async, enabled
- Calendar: CALENDLY

#### Position 16: Mission Wealth

- Payout (default): 1x $1150 · 2x $863 · 3x $575
- Caps: $10,000 / month (spent $575 / $10,000 (5.8%)); $2,400 / day (spent $0 / $2,400 (0%))
- Matching criteria:
  - `wantsTheLead`
```js
a=>au(a.timestamp??k()())
```
- Excluded (partner): wealth-enhancement-group, zoe
- Can match with (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, modern-wealth-management, my-budget-coach, nerdwallet-coach, nerdwallet-coach-smb, 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-redirect
- API: async, enabled
- Calendar: CALENDLY

#### Position 17: Pure Financial Advisors (`PureFinancial`)

- Payout (default): 1x $1150 · 2x $863 · 3x $575
- Caps: $150,000 / month (spent $225 / $150,000 (0.2%))
- API: async, enabled
- Calendar: CALENDLY

#### Position 18: Pcm Encore (disabled)

- Payout (partner): 1x $300 · 2x $300 · 3x $300
- **disabled**
- Caps: $20,900 / month (spent $0 / $20,900 (0%))
- Matching criteria:
  - `wantsTheLead`
```js
a=>a.age<75
```
  - `minBundleSize`
```js
3
```
- API: async, enabled
- Calendar: CALENDLY

#### Position 19: Tvamp

- Payout (default): 1x $1150 · 2x $863 · 3x $575
- Caps: $10,000 / month (spent $0 / $10,000 (0%))
- Matching criteria:
  - `minBundleSize`
```js
3
```
- Geo: states AL, GA, TN
- API: async, enabled
- Calendar: CALENDLY

### 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 === 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

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

- Payout (partner): 1x $500 · 2x $500 · 3x $431
- marketplace
- Matching criteria:
  - `bucketWantsTheLead`
```js
({partnersMatched:a}) => !(a.some(a => a.id === h.Dh.NerdWalletWealthPartners) && a.length > 1) && a.length >= 1
```
- 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, 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, 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