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By assets range By partner

All ranges
Under $100k
$100k – $250k
$250k – $500k
$500k – $1M
Over $1M

Effective: code. Matching-faithful: code/shadow show TS; pilot/db merge DB.

code
shadow
pilot
db
Use env default (db)

Triples13
Pairs9
Solo6
All sizes

Fake spend = hard caps; combos that include the partner are ghosted and sorted last.

Domain MoneyFalcon WealthNerdwallet Wealth PartnersPure Financial AdvisorsRetirableZoe

Match Config Preview

Read-only view of MATCH_CONFIG from @nwa/partners, evaluated at render time (date-based caps use the current date). Caps/enabled shown are matching-faithful for PARTNER_CAPS_SOURCE=code (query override). Fetched 2026-10-17T06:53:13.613Z (cached).

DB limits unavailable; showing code caps.

Showing one range

$250k – $500k

Back to all ranges

Possible combinations

Exclusion-compatible 1–3 partner sets for $250k – $500k (7 enabled partners). Partners at live hard-cap spend or manually marked OOB are ghosted.

13 triples · 9 pairs · 6 solos

$450

$450

$450

$450

$450

$450

$450

$413

$413

$413

$355

$355

$355

$300

$300

$300

$300

$300

$300

$300

$300

$300

$300

$225

$225

$225

$130

$0

Bucket config

Bucket overview

STANDARD[domain-money, zoe, nerdwallet-wealth-partners, falcon-wealth, pure-financial-advisors]

ENHANCER[retirable, nerdwallet-wealth-partners]

STANDARD5 partners

Position 1Domain MoneyDomain250kTo500kStandard

1x $300 · 2x $225 · 3x $150default payout

Caps (all ranges)

$10,000 / month$0 / $10,000 (0% raw, 0% paced, $10,000 left)

Bucket caps (this range only)

$5,000 / month$0 / $5,000 (0% raw, 0% paced, $5,000 left)

Matching criteria

wantsTheLeadshow source

({age:a,annualIncome:b})=>a>=26&&a<=60&&b>=2e5

API delivery

async

Position 2ZoeZoeFinancialmarketplace

1x $130 · 2x $130 · 3x $113partner payout

Position 3Nerdwallet Wealth PartnersNerdWalletWealthPartnersUnder500k

1x $300 · 2x $225 · 3x $150partner payout

Caps (all ranges)

130 leads / day0 / 130 (0% raw, 0% paced, 130 left)

Position 4Falcon WealthFalconWealth250kTo500k

1x $150 · 2x $150 · 3x $150partner payout

Caps (all ranges)

$25,000 / month$725 / $25,000 (2.9% raw, 5.3% paced, $24,275 left)

Position 5Pure Financial AdvisorsPureFinancial

1x $300 · 2x $225 · 3x $150default payout

Caps (all ranges)

$150,000 / month$225 / $150,000 (0.2% raw, 0.3% paced, $149,775 left)

ENHANCER2 partners

Position 1RetirableRetirable250To500kFallBack

1x $0 · 2x $0 · 3x $0partner payout

Matching criteria

enabled

Calendar provider

CALENDLY

Excluded partners (partner-level)42showhide

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 GCGgreen-up-lowgreenup harness-wealth hb-wealthmaia-wealthmariner-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-level)5showhide

falcon-wealth nerdwallet-wealth-partners pure-financial-advisors range-financial

API delivery

asyncenabledfrequency: lead

Calendar provider

HUBSPOT

Matching criteria

wantsTheLeadshow source

({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)
}

shouldBypassCapsshow source

({utmSource:a})=>"nerdwallet-app"===a

Excluded partners (bucket-level) · 0

No partners excluded

Can match with (bucket-level)

all other partners

API delivery

asyncenabled

$576 / day

$0 / $576 (0% raw, 0% paced, $576 left)

Bucket caps (this range only)

$5,000 / month$150 / $5,000 (3% raw, 5.5% paced, $4,850 left)

Matching criteria

minBundleSizeshow source

API delivery

asyncenabled

Calendar provider

CALENDLY

API delivery

asyncenabled

Calendar provider

CALENDLY

wantsTheLeadoverriddenshow source

a => a.age >= 50 && a.totalAUM+(a.householdCurrentRetirementAmount??0) >= 5e4 && a.totalAUM < 25e4

bucketWantsTheLeadshow source

({age:a})=>a>=50

Calendar provider

CALENDLY

Position 2Nerdwallet Wealth PartnersNerdWalletWealthPartnersUncapped

1x $300 · 2x $225 · 3x $150partner payout

Matching criteria

wantsTheLeadshow source

({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)
}

shouldBypassCapsshow source

({utmSource:a})=>"nerdwallet-app"===a

Excluded partners (partner-level)44showhide

allworth-financial benchmark boldin carson

API delivery

asyncenabled

wealth-enhancement-group

clark-wealth-partners

craftwork-capital

creative-planning

dash-investments

edelman-financial-engines

fisher-investments

green-up-low

maia-wealth

mariner-wealth-advisors

mercer-advisors

merit-financial-advisors

modern-wealth-management

my-budget-coach

nerdwallet-coach

nerdwallet-coach-smb

origin-financial

pure-financial-advisors

stratos-private-wealth

Can match with (partner-level)3showhide

range-financial wealth-enhancement-group zoe