wantsTheLeadshow source({numberOfBuyers:a})=>a>2minBundleSizeshow source3
boldincarsonCarson500kTo1mdomain-moneywantsTheLeadshow source({age:a,annualIncome:b})=>a>=26&&a<=60&&b>=2e5Domain250kTo500kStandardedelman-financial-enginesEdelmanFrom500kTo1mfacet-wealthwantsTheLeadshow sourcea=>a.annualIncome>=1e5
falcon-wealthminBundleSizeshow source3
FalconWealth250kTo500kfruitfulFruitfulFrom100To250kFillInbucketWantsTheLeadshow source({partnersMatched:a})=>a.some(a=>a.id===h.Dh.FacetWealth)hb-wealthHBWealthOver1mPrioritymariner-wealth-advisorswantsTheLeadshow source({utmSource:a})=>a?.toLowerCase()!=="zeta"Mariner500kTo1mwantsTheLeadshow source({utmSource:a})=>a?.toLowerCase()!=="zeta"MarinerOver1mwantsTheLeadshow source({utmSource:a})=>a?.toLowerCase()!=="zeta"mission-wealthwantsTheLeadshow sourcea=>ap(a.timestamp??k()())
wantsTheLeadshow sourcea=>ap(a.timestamp??k()())
modern-wealth-managementModernWealthManagementFrom500kTo1mmy-budget-coachnerdwallet-coachnerdwallet-wealth-partnerswantsTheLeadshow source({age:a, annualIncome:b, investableAssetsRange:c}) => {
let d=c === az.II.FROM_250_TO_500K || c === az.II.FROM_500K_TO_1M || c === az.II.OVER_1M;
return (!(a > 65) || !d) && b >= (c === az.II.UNDER_100K?2e5:1e5)
}shouldBypassCapsshow source({utmSource:a})=>"nerdwallet-app"===aNerdWalletWealthPartners500kTo1mwantsTheLeadshow source({age:a, annualIncome:b, investableAssetsRange:c}) => {
let d=c === az.II.FROM_250_TO_500K || c === az.II.FROM_500K_TO_1M || c === az.II.OVER_1M;
return (!(a > 65) || !d) && b >= (c === az.II.UNDER_100K?2e5:1e5)
}shouldBypassCapsshow source({utmSource:a})=>"nerdwallet-app"===aNerdWalletWealthPartnersOver1MPrioritywantsTheLeadshow source({age:a, annualIncome:b, investableAssetsRange:c}) => {
let d=c === az.II.FROM_250_TO_500K || c === az.II.FROM_500K_TO_1M || c === az.II.OVER_1M;
return (!(a > 65) || !d) && b >= (c === az.II.UNDER_100K?2e5:1e5)
}shouldBypassCapsshow source({utmSource:a})=>"nerdwallet-app"===aNerdWalletWealthPartnersUncappedwantsTheLeadshow source({age:a, annualIncome:b, investableAssetsRange:c}) => {
let d=c === az.II.FROM_250_TO_500K || c === az.II.FROM_500K_TO_1M || c === az.II.OVER_1M;
return (!(a > 65) || !d) && b >= (c === az.II.UNDER_100K?2e5:1e5)
}shouldBypassCapsshow source({utmSource:a})=>"nerdwallet-app"===aNerdWalletWealthPartnersUnder100kwantsTheLeadshow source({age:a, annualIncome:b, investableAssetsRange:c}) => {
let d=c === az.II.FROM_250_TO_500K || c === az.II.FROM_500K_TO_1M || c === az.II.OVER_1M;
return (!(a > 65) || !d) && b >= (c === az.II.UNDER_100K?2e5:1e5)
}shouldBypassCapsshow source({utmSource:a})=>"nerdwallet-app"===aNerdWalletWealthPartnersUnder500kwantsTheLeadshow source({age:a, annualIncome:b, investableAssetsRange:c}) => {
let d=c === az.II.FROM_250_TO_500K || c === az.II.FROM_500K_TO_1M || c === az.II.OVER_1M;
return (!(a > 65) || !d) && b >= (c === az.II.UNDER_100K?2e5:1e5)
}shouldBypassCapsshow source({utmSource:a})=>"nerdwallet-app"===aorigin-financialpcm-encoredisabledwantsTheLeadshow sourcea=>a.age<75
minBundleSizeshow source3
wantsTheLeadshow sourcea=>a.age<75
minBundleSizeshow source3
prime-capitalPrimeCapital500kTo1mStandardPrimeCapitalOver1mStandardpure-financial-advisorsPureFinancialrange-financialwantsTheLeadshow source({age:a,annualIncome:b})=>a>=35&&a<=55&&b>=25e4minBundleSizeshow source3
RangeFinancial500kPlusStandardwantsTheLeadshow source({age:a,annualIncome:b})=>a>=35&&a<=55&&b>=25e4minBundleSizeshow source3
retirablewantsTheLeadshow sourcea => a.age >= 50 && a.totalAUM+(a.householdCurrentRetirementAmount??0) >= 5e4 && a.totalAUM < 25e4
wantsTheLeadshow sourcea => a.age >= 50 && a.totalAUM+(a.householdCurrentRetirementAmount??0) >= 5e4 && a.totalAUM < 25e4
Retirable100kTo250kFillInwantsTheLeadoverriddenshow sourcea => a.age >= 50 && a.totalAUM+(a.householdCurrentRetirementAmount??0) >= 5e4 && a.totalAUM < 25e4
bucketWantsTheLeadshow source({age:a})=>a>=50robinhoodsofistratos-private-wealthStratostvampminBundleSizeshow source3
minBundleSizeshow source3
wealth-enhancement-groupwantsTheLeadshow source({age:a})=>a<=75minBundleSizeshow source2
wantsTheLeadshow source({age:a})=>a<=75minBundleSizeshow source2
zoemarketplaceZoeFinancialZoeFinancialNeedsAnotherBuyerbucketWantsTheLeadshow source({partnersMatched:a}) => !(a.some(a => a.id === h.Dh.NerdWalletWealthPartners) && a.length > 1) && a.length >= 1CarsonOver1mwantsTheLeadshow source({age:a,annualIncome:b})=>a>=26&&a<=60&&b>=2e5DomainUnder100To250kStandardwantsTheLeadshow source({age:a,annualIncome:b})=>a>=26&&a<=60&&b>=2e5EdelmanOver1mwantsTheLeadshow sourcea=>a.annualIncome>=1e5
FacetWealth100kTo250kwantsTheLeadoverriddenshow sourcea=>a.annualIncome>=1e5
bucketWantsTheLeadshow sourcea=>{let b=a.age>=26&&a.age<=64,c=a.annualIncome>=1e5;return b&&c}minBundleSizeshow source3
FalconWealth500kTo1mminBundleSizeshow source3
FalconWealthOver1mminBundleSizeshow source3